Ergoteles’s Upwork UPWK Stock Holding History

Ergoteles’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
2022 Q3	–	Sell	-40,308	Closed	-$834K	–	2003
2022 Q2	$834K	Buy	40,308 +16,882	+72%	+$332K	0.03%	621
2022 Q1	$544K	Buy	23,426 +8,678	+59%	+$217K	0.02%	636
2021 Q4	$504K	Buy	+14,748	New	+$652K	0.02%	635

Other funds holding UPWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ergoteles's UPWK Position: Q3 2022 in Review

Ergoteles sold out of Upwork (UPWK) in Q3 2022, closing a stake of 40,308 shares — an estimated $834K sold.

Ergoteles first reported a position in UPWK in Q4 2021 and held it in 3 quarters. The position peaked at $834K in Q2 2022. 227 funds tracked by Wall St. Rank hold UPWK as of Q3 2022.

Ergoteles reported no remaining Upwork position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 40,308 Upwork shares in Q3 2022, an estimated $834K.
Ergoteles first reported a position in Upwork in Q4 2021 and held it in 3 quarters.
Ergoteles's Upwork position peaked at $834K in Q2 2022.
227 funds tracked by Wall St. Rank held Upwork as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.