LTFS
UPWK icon

Ladenburg Thalmann Financial Services’s Upwork UPWK Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$260K Buy
24,382
+12,193
+100% +$154K ﹤0.01% 2312
2019
Q3 		$162K Buy
12,189
+5,515
+83% +$84.1K ﹤0.01% 2619
2019
Q2 		$107K Buy
6,674
+1,245
+23% +$21.5K ﹤0.01% 2924
2019
Q1 		$104K Buy
5,429
+268
+5% +$5.49K ﹤0.01% 2853
2018
Q4 		$93K Buy
+5,161
New +$96K ﹤0.01% 2802

Other funds holding UPWK

APG
Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UPWK Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Upwork (UPWK) stake by 100% in Q4 2019, buying an estimated $154K and bringing the position to 24,382 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Ladenburg Thalmann Financial Services first reported a position in UPWK in Q4 2018 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold UPWK as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 24,382 shares of Upwork worth $260K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 12,193 Upwork shares in Q4 2019, an estimated $154K.
  • Upwork made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2312 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Upwork in Q4 2018 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held Upwork as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.