Calamos Advisors’s Upwork UPWK Stock Holding History

Calamos Advisors’s Portfolio UPWK Stock Details UPWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-21,927	Closed	-$988K	–	1170
2021 Q3	$988K	Sell	21,927 -16,412	-43%	-$800K	﹤0.01%	870
2021 Q2	$2.23M	Buy	+38,339	New	+$1.8M	0.01%	709

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Calamos Advisors's UPWK Position: Q4 2021 in Review

Calamos Advisors sold out of Upwork (UPWK) in Q4 2021, closing a stake of 21,927 shares — an estimated $988K sold.

Calamos Advisors first reported a position in UPWK in Q2 2021 and held it in 2 quarters. The position peaked at $2.23M in Q2 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

Calamos Advisors reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
Calamos Advisors sold 21,927 Upwork shares in Q4 2021, an estimated $988K.
Calamos Advisors first reported a position in Upwork in Q2 2021 and held it in 2 quarters.
Calamos Advisors's Upwork position peaked at $2.23M in Q2 2021.
270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Calamos Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.