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Evergreen Capital Management’s Upwork UPWK Stock Holding History

Evergreen Capital Management’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
-4,419
Closed -$258K – 595
2021
Q2 		$258K Buy
+4,419
New +$208K 0.01% 450

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

Evergreen Capital Management's UPWK Position: Q3 2021 in Review

Evergreen Capital Management sold out of Upwork (UPWK) in Q3 2021, closing a stake of 4,419 shares — an estimated $258K sold.

Evergreen Capital Management first reported a position in UPWK in Q2 2021 and held it in 1 quarter. The position peaked at $258K in Q2 2021. 278 funds tracked by Wall St. Rank hold UPWK as of Q3 2021.

  • Evergreen Capital Management reported no remaining Upwork position as of Q3 2021 after selling out during the quarter.
  • Evergreen Capital Management sold 4,419 Upwork shares in Q3 2021, an estimated $258K.
  • Evergreen Capital Management first reported a position in Upwork in Q2 2021 and held it in 1 quarter.
  • Evergreen Capital Management's Upwork position peaked at $258K in Q2 2021.
  • 278 funds tracked by Wall St. Rank held Upwork as of Q3 2021.

Based on Evergreen Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.