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Clal Insurance’s Upwork UPWK Stock Holding History

Clal Insurance’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
2023
Q3 		– Sell
-15,968
Closed -$149K – 154
2023
Q2 		$149K Hold
15,968
– – ﹤0.01% 132
2023
Q1 		$181K Hold
15,968
– – ﹤0.01% 128
2022
Q4 		$167K Hold
15,968
– – ﹤0.01% 138
2022
Q3 		$217K Hold
15,968
– – ﹤0.01% 144
2022
Q2 		$330K Hold
15,968
– – ﹤0.01% 146
2022
Q1 		$371K Sell
15,968
-200,000
-93% -$5M ﹤0.01% 148
2021
Q4 		$7.38M Sell
215,968
-100,000
-32% -$4.42M 0.08% 110
2021
Q3 		$14.2M Hold
315,968
– – 0.16% 102
2021
Q2 		$18.4M Sell
315,968
-131,269
-29% -$6.17M 0.21% 98
2021
Q1 		$20M Sell
447,237
-85,301
-16% -$3.94M 0.23% 96
2020
Q4 		$17.2M Sell
532,538
-644,115
-55% -$18.4M 0.23% 86
2020
Q3 		$20.5M Buy
+1,176,653
New +$17.6M 0.35% 77

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clal Insurance's UPWK Position: Q3 2023 in Review

Clal Insurance sold out of Upwork (UPWK) in Q3 2023, closing a stake of 15,968 shares — an estimated $149K sold.

Clal Insurance first reported a position in UPWK in Q3 2020 and held it in 12 quarters. The position peaked at $20.5M in Q3 2020. 232 funds tracked by Wall St. Rank hold UPWK as of Q3 2023.

  • Clal Insurance reported no remaining Upwork position as of Q3 2023 after selling out during the quarter.
  • Clal Insurance sold 15,968 Upwork shares in Q3 2023, an estimated $149K.
  • Clal Insurance first reported a position in Upwork in Q3 2020 and held it in 12 quarters.
  • Clal Insurance's Upwork position peaked at $20.5M in Q3 2020.
  • 232 funds tracked by Wall St. Rank held Upwork as of Q3 2023.

Based on Clal Insurance's 13F filing for Q3 2023, filed 6 Nov 2023.