Ibex Investors’s Upwork UPWK Stock Holding History

Ibex Investors’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 Q1	–	Sell	-36,998	Closed	-$1.28M	–	90
2020 Q4	$1.28M	Hold	36,998	–	–	0.51%	22
2020 Q3	$645K	Sell	36,998 -11,595	-24%	-$174K	0.34%	19
2020 Q2	$702K	Buy	+48,593	New	+$510K	0.33%	28

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Ibex Investors's UPWK Position: Q1 2021 in Review

Ibex Investors sold out of Upwork (UPWK) in Q1 2021, closing a stake of 36,998 shares — an estimated $1.28M sold.

Ibex Investors first reported a position in UPWK in Q2 2020 and held it in 3 quarters. The position peaked at $1.28M in Q4 2020. 268 funds tracked by Wall St. Rank hold UPWK as of Q1 2021.

Ibex Investors reported no remaining Upwork position as of Q1 2021 after selling out during the quarter.
Ibex Investors sold 36,998 Upwork shares in Q1 2021, an estimated $1.28M.
Ibex Investors first reported a position in Upwork in Q2 2020 and held it in 3 quarters.
Ibex Investors's Upwork position peaked at $1.28M in Q4 2020.
268 funds tracked by Wall St. Rank held Upwork as of Q1 2021.

Based on Ibex Investors's 13F filing for Q1 2021, filed 12 May 2021.