Cutler Group’s Upwork UPWK Stock Holding History

Cutler Group’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 Q4	–	Sell	-3,000	Closed	-$4K	–	4376
2023 Q3	$4K	Buy	+3,000	New	+$37.2K	﹤0.01%	3019
2023 Q1	–	Sell	-1,900	Closed	-$14K	–	4761
2022 Q4	$14K	Sell	1,900 -300	-14%	-$3.7K	﹤0.01%	2495
2022 Q3	$27K	Hold	2,200	–	–	﹤0.01%	2383
2022 Q2	$38K	Sell	2,200 -2,800	-56%	-$55K	﹤0.01%	2163
2022 Q1	$67K	Sell	5,000 -800	-14%	-$20K	﹤0.01%	2010
2021 Q4	$48K	Sell	5,800 -4,500	-44%	-$199K	﹤0.01%	2428
2021 Q3	$36K	Sell	10,300 -2,700	-21%	-$132K	﹤0.01%	2809
2021 Q2	$14K	Sell	13,000 -14,100	-52%	-$663K	﹤0.01%	3635
2021 Q1	$66K	Buy	27,100 +17,400	+179%	+$803K	﹤0.01%	2113
2020 Q4	$10K	Sell	9,700 -22,400	-70%	-$641K	﹤0.01%	3226
2020 Q3	$3K	Buy	+32,100	New	+$481K	﹤0.01%	3910
2020 Q2	–	Sell	-1,100	Closed	-$8K	–	4916
2020 Q1	$8K	Sell	1,100 -23,000	-95%	-$197K	﹤0.01%	2861
2019 Q4	$40K	Sell	24,100 -6,900	-22%	-$86.9K	﹤0.01%	1781
2019 Q3	$42K	Buy	31,000 +1,700	+6%	+$25.9K	﹤0.01%	1679
2019 Q2	$27K	Buy	+29,300	New	+$505K	﹤0.01%	1993

Other funds holding UPWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return