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KB Financial Partners’s Upwork UPWK Stock Holding History

KB Financial Partners’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
2023
Q3 		$1.52M Buy
133,806
+59
+0% +$732 0.43% 24
2023
Q2 		$1.25M Buy
133,747
+72,130
+117% +$654K 0.34% 31
2023
Q1 		$698K Buy
61,617
+10,684
+21% +$127K 0.21% 55
2022
Q4 		$532K Buy
50,933
+6,796
+15% +$83.8K 0.18% 78
2022
Q3 		$601K Buy
44,137
+8,936
+25% +$168K 0.21% 57
2022
Q2 		$728K Buy
35,201
+15,967
+83% +$314K 0.25% 37
2022
Q1 		$447K Buy
19,234
+4,951
+35% +$124K 0.12% 95
2021
Q4 		$488K Sell
14,283
-9,198
-39% -$407K 0.14% 78
2021
Q3 		$1.06M Buy
23,481
+3,098
+15% +$151K 0.39% 22
2021
Q2 		$1.19M Sell
20,383
-1,097
-5% -$51.6K 0.45% 16
2021
Q1 		$962K Buy
+21,480
New +$991K 0.41% 23

Other funds holding UPWK

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KB Financial Partners's UPWK Position: Q3 2023 in Review

KB Financial Partners increased its Upwork (UPWK) stake by 0.04% in Q3 2023, buying an estimated $732 and bringing the position to 133,806 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #24.

KB Financial Partners first reported a position in UPWK in Q1 2021 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold UPWK as of Q3 2023.

  • KB Financial Partners held 133,806 shares of Upwork worth $1.52M as of Q3 2023.
  • KB Financial Partners bought 59 Upwork shares in Q3 2023, an estimated $732.
  • Upwork made up 0.43% of KB Financial Partners's portfolio in Q3 2023, its #24 holding.
  • KB Financial Partners first reported a position in Upwork in Q1 2021 and has held it in 11 quarters since.
  • 232 funds tracked by Wall St. Rank held Upwork as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.