Capital World Investors
UPWK icon

Capital World Investors’s Upwork UPWK Stock Holding History

Capital World Investors’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
2019
Q4 		– Sell
-442,000
Closed -$5.88M – 547
2019
Q3 		$5.88M Sell
442,000
-147,720
-25% -$2.25M ﹤0.01% 490
2019
Q2 		$9.48M Buy
589,720
+25,000
+4% +$431K ﹤0.01% 491
2019
Q1 		$10.8M Hold
564,720
– – ﹤0.01% 477
2018
Q4 		$10.2M Buy
+564,720
New +$10.5M ﹤0.01% 469

Other funds holding UPWK

APG
Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital World Investors's UPWK Position: Q4 2019 in Review

Capital World Investors sold out of Upwork (UPWK) in Q4 2019, closing a stake of 442,000 shares — an estimated $5.88M sold.

Capital World Investors first reported a position in UPWK in Q4 2018 and held it in 4 quarters. The position peaked at $10.8M in Q1 2019. 143 funds tracked by Wall St. Rank hold UPWK as of Q4 2019.

  • Capital World Investors reported no remaining Upwork position as of Q4 2019 after selling out during the quarter.
  • Capital World Investors sold 442,000 Upwork shares in Q4 2019, an estimated $5.88M.
  • Capital World Investors first reported a position in Upwork in Q4 2018 and held it in 4 quarters.
  • Capital World Investors's Upwork position peaked at $10.8M in Q1 2019.
  • 143 funds tracked by Wall St. Rank held Upwork as of Q4 2019.

Based on Capital World Investors's 13F filing for Q4 2019, filed 18 Feb 2020.