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Empire Life Investments’s Upwork UPWK Stock Holding History

Empire Life Investments’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
-9,092
Closed -$103K – 102
2023
Q3 		$103K Sell
9,092
-104
-1% -$1.29K 0.01% 90
2023
Q2 		$85.9K Buy
9,196
+104
+1% +$942 0.01% 91
2023
Q1 		$103K Buy
9,092
+191
+2% +$2.27K 0.01% 90
2022
Q4 		$93K Sell
8,901
-21
-0.2% -$259 0.01% 94
2022
Q3 		$122K Buy
8,922
+99
+1% +$1.86K 0.01% 95
2022
Q2 		$182K Buy
8,823
+287
+3% +$5.64K 0.01% 96
2022
Q1 		$198K Buy
+8,536
New +$214K 0.01% 94

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Empire Life Investments's UPWK Position: Q4 2023 in Review

Empire Life Investments sold out of Upwork (UPWK) in Q4 2023, closing a stake of 9,092 shares — an estimated $103K sold.

Empire Life Investments first reported a position in UPWK in Q1 2022 and held it in 7 quarters. The position peaked at $198K in Q1 2022. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • Empire Life Investments reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
  • Empire Life Investments sold 9,092 Upwork shares in Q4 2023, an estimated $103K.
  • Empire Life Investments first reported a position in Upwork in Q1 2022 and held it in 7 quarters.
  • Empire Life Investments's Upwork position peaked at $198K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on Empire Life Investments's 13F filing for Q4 2023, filed 8 Feb 2024.