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Cornercap Investment Counsel’s Upwork UPWK Stock Holding History

Cornercap Investment Counsel’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
2024
Q4 		– Sell
-16,334
Closed -$171K – 538
2024
Q3 		$171K Sell
16,334
-19,940
-55% -$208K 0.05% 484
2024
Q2 		$390K Sell
36,274
-498
-1% -$5.65K 0.06% 508
2024
Q1 		$451K Buy
36,772
+489
+1% +$6.65K 0.07% 481
2023
Q4 		$540K Sell
36,283
-12,824
-26% -$165K 0.09% 399
2023
Q3 		$558K Sell
49,107
-7,542
-13% -$93.6K 0.1% 357
2023
Q2 		$529K Buy
+56,649
New +$513K 0.09% 378

Other funds holding UPWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Cornercap Investment Counsel's UPWK Position: Q4 2024 in Review

Cornercap Investment Counsel sold out of Upwork (UPWK) in Q4 2024, closing a stake of 16,334 shares — an estimated $171K sold.

Cornercap Investment Counsel first reported a position in UPWK in Q2 2023 and held it in 6 quarters. The position peaked at $558K in Q3 2023. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

  • Cornercap Investment Counsel reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
  • Cornercap Investment Counsel sold 16,334 Upwork shares in Q4 2024, an estimated $171K.
  • Cornercap Investment Counsel first reported a position in Upwork in Q2 2023 and held it in 6 quarters.
  • Cornercap Investment Counsel's Upwork position peaked at $558K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on Cornercap Investment Counsel's 13F filing for Q4 2024, filed 12 Feb 2025.