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Hamilton Lane Advisors’s Upwork UPWK Stock Holding History

Hamilton Lane Advisors’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
2020
Q4 		– Sell
-17,964
Closed -$313K – 60
2020
Q3 		$313K Buy
+17,964
New +$269K 0.15% 41
2020
Q2 		– Sell
-133,100
Closed -$858K – 47
2020
Q1 		$858K Sell
133,100
-65,557
-33% -$563K 0.5% 28
2019
Q4 		$2.12M Buy
198,657
+7,736
+4% +$97.5K 0.93% 23
2019
Q3 		$2.54M Buy
+190,921
New +$2.91M 1.06% 16

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hamilton Lane Advisors's UPWK Position: Q4 2020 in Review

Hamilton Lane Advisors sold out of Upwork (UPWK) in Q4 2020, closing a stake of 17,964 shares — an estimated $313K sold.

Hamilton Lane Advisors first reported a position in UPWK in Q3 2019 and held it in 4 quarters. The position peaked at $2.54M in Q3 2019. 233 funds tracked by Wall St. Rank hold UPWK as of Q4 2020.

  • Hamilton Lane Advisors reported no remaining Upwork position as of Q4 2020 after selling out during the quarter.
  • Hamilton Lane Advisors sold 17,964 Upwork shares in Q4 2020, an estimated $313K.
  • Hamilton Lane Advisors first reported a position in Upwork in Q3 2019 and held it in 4 quarters.
  • Hamilton Lane Advisors's Upwork position peaked at $2.54M in Q3 2019.
  • 233 funds tracked by Wall St. Rank held Upwork as of Q4 2020.

Based on Hamilton Lane Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.