CPWM LLC’s Upwork UPWK Stock Holding History

CPWM LLC’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
2022 Q3	$723K	Buy	53,094 +50	+0.1%	+$940	0.07%	157
2022 Q2	$1.1M	Sell	53,044 -50	-0.1%	-$983	0.1%	140
2022 Q1	$1.23M	Buy	53,094 +50	+0.1%	+$1.25K	0.09%	122
2021 Q4	$2.39M	Buy	+53,044	New	+$2.34M	0.19%	77
2021 Q3	–	Sell	-53,044	Closed	-$3.09M	–	318
2021 Q2	$3.09M	Hold	53,044	–	–	0.23%	57
2021 Q1	$2.38M	Hold	53,044	–	–	0.2%	77
2020 Q4	$1.83M	Hold	53,044	–	–	0.17%	93
2020 Q3	$925K	Hold	53,044	–	–	0.1%	128
2020 Q2	$766K	Hold	53,044	–	–	0.09%	139
2020 Q1	$342K	Sell	53,044 -211	-0.4%	-$1.81K	0.05%	177
2019 Q4	$568K	Hold	53,255	–	–	0.07%	167
2019 Q3	$709K	Buy	+53,255	New	+$812K	0.09%	153

Other funds holding UPWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSP

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CPWM LLC's UPWK Position: Q3 2022 in Review

CPWM LLC increased its Upwork (UPWK) stake by 0.09% in Q3 2022, buying an estimated $940 and bringing the position to 53,094 shares worth $723K. The position accounts for 0.07% of the portfolio, ranked #157.

CPWM LLC first reported a position in UPWK in Q3 2019 and has held it in 12 quarters since. The position peaked at $3.09M in Q2 2021. 227 funds tracked by Wall St. Rank hold UPWK as of Q3 2022.

CPWM LLC held 53,094 shares of Upwork worth $723K as of Q3 2022.
CPWM LLC bought 50 Upwork shares in Q3 2022, an estimated $940.
Upwork made up 0.07% of CPWM LLC's portfolio in Q3 2022, its #157 holding.
CPWM LLC first reported a position in Upwork in Q3 2019 and has held it in 12 quarters since.
CPWM LLC's Upwork position peaked at $3.09M in Q2 2021.
227 funds tracked by Wall St. Rank held Upwork as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.