EDRH
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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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

Edmond de Rothschild Holding's UPWK Position: Q3 2021 in Review

Edmond de Rothschild Holding sold out of Upwork (UPWK) in Q3 2021, closing a stake of 175 shares — an estimated $10K sold.

Edmond de Rothschild Holding first reported a position in UPWK in Q1 2020 and held it in 5 quarters. The position peaked at $6.86M in Q2 2020. 278 funds tracked by Wall St. Rank hold UPWK as of Q3 2021.

  • Edmond de Rothschild Holding reported no remaining Upwork position as of Q3 2021 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 175 Upwork shares in Q3 2021, an estimated $10K.
  • Edmond de Rothschild Holding first reported a position in Upwork in Q1 2020 and held it in 5 quarters.
  • Edmond de Rothschild Holding's Upwork position peaked at $6.86M in Q2 2020.
  • 278 funds tracked by Wall St. Rank held Upwork as of Q3 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2021, filed 12 Nov 2021.