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Diversified Trust’s Upwork UPWK Stock Holding History

Diversified Trust’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
Q2 		– Sell
-14,713
Closed -$180K – 943
2024
Q1 		$180K Sell
14,713
-1,642
-10% -$22.3K 0.01% 760
2023
Q4 		$243K Sell
16,355
-2,326
-12% -$30K 0.01% 721
2023
Q3 		$212K Sell
18,681
-9,073
-33% -$113K 0.01% 731
2023
Q2 		$259K Buy
27,754
+11,721
+73% +$106K 0.01% 686
2023
Q1 		$181K Buy
+16,033
New +$191K 0.01% 761

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
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
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Diversified Trust's UPWK Position: Q2 2024 in Review

Diversified Trust sold out of Upwork (UPWK) in Q2 2024, closing a stake of 14,713 shares — an estimated $180K sold.

Diversified Trust first reported a position in UPWK in Q1 2023 and held it in 5 quarters. The position peaked at $259K in Q2 2023. 249 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

  • Diversified Trust reported no remaining Upwork position as of Q2 2024 after selling out during the quarter.
  • Diversified Trust sold 14,713 Upwork shares in Q2 2024, an estimated $180K.
  • Diversified Trust first reported a position in Upwork in Q1 2023 and held it in 5 quarters.
  • Diversified Trust's Upwork position peaked at $259K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Diversified Trust's 13F filing for Q2 2024, filed 16 Jul 2024.