CIM
UPWK icon

CIM Investment Management’s Upwork UPWK Stock Holding History

CIM Investment Management’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
-5,240
Closed -$236K – 316
2021
Q3 		$236K Hold
5,240
– – 0.07% 246
2021
Q2 		$305K Hold
5,240
– – 0.09% 203
2021
Q1 		$235K Sell
5,240
-5,871
-53% -$271K 0.07% 259
2020
Q4 		$384K Sell
11,111
-11,116
-50% -$318K 0.12% 169
2020
Q3 		$388K Buy
22,227
+8,707
+64% +$130K 0.15% 133
2020
Q2 		$195K Buy
13,520
+2,296
+20% +$24.1K 0.08% 223
2020
Q1 		$72K Hold
11,224
– – 0.04% 188
2019
Q4 		$120K Buy
+11,224
New +$141K 0.05% 229

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return