Jacobs Levy Equity Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-48,604
| Closed | -$522K | – | 1054 |
|
|
2024
Q2 | $522K | Sell |
48,604
-113,474
| -70% | -$1.22M | ﹤0.01% | 830 |
|
|
2024
Q1 | $1.99M | Buy |
+162,078
| New | +$1.99M | 0.01% | 599 |
|
|
2023
Q4 | – | Sell |
-65,246
| Closed | -$741K | – | 1085 |
|
|
2023
Q3 | $741K | Sell |
65,246
-59,740
| -48% | -$679K | ﹤0.01% | 728 |
|
|
2023
Q2 | $1.17M | Buy |
+124,986
| New | +$1.17M | 0.01% | 670 |
|
|
2020
Q4 | – | Sell |
-168,460
| Closed | -$2.94M | – | 1098 |
|
|
2020
Q3 | $2.94M | Buy |
168,460
+10,878
| +7% | +$190K | 0.03% | 444 |
|
|
2020
Q2 | $2.28M | Sell |
157,582
-26,474
| -14% | -$382K | 0.02% | 508 |
|
|
2020
Q1 | $1.19M | Buy |
+184,056
| New | +$1.19M | 0.02% | 586 |
|