EDRH
UPWK icon

Edmond de Rothschild Holding’s Upwork UPWK Stock Holding History

Edmond de Rothschild Holding’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
2021
Q3 		– Sell
-175
Closed -$10K – 863
2021
Q2 		$10K Buy
+175
New +$8.22K ﹤0.01% 757
2021
Q1 		– Sell
-87,740
Closed -$3.03M – 754
2020
Q4 		$3.03M Sell
87,740
-153,622
-64% -$4.39M 0.1% 185
2020
Q3 		$4.21M Sell
241,362
-233,438
-49% -$3.5M 0.17% 136
2020
Q2 		$6.86M Sell
474,800
-585,200
-55% -$6.14M 0.28% 99
2020
Q1 		$6.84M Buy
+1,060,000
New +$9.1M 0.36% 78

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return