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Liontrust Investment Partners’s Upwork UPWK Stock Holding History

Liontrust Investment 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
2022
Q4 		– Sell
-10,000
Closed -$136K – 243
2022
Q3 		$136K Hold
10,000
– – ﹤0.01% 247
2022
Q2 		$207K Hold
10,000
– – ﹤0.01% 251
2022
Q1 		$232K Sell
10,000
-15,000
-60% -$375K ﹤0.01% 198
2021
Q4 		$854K Sell
25,000
-36,000
-59% -$1.59M 0.01% 194
2021
Q3 		$2.75M Buy
+61,000
New +$2.97M 0.04% 152

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Liontrust Investment Partners's UPWK Position: Q4 2022 in Review

Liontrust Investment Partners sold out of Upwork (UPWK) in Q4 2022, closing a stake of 10,000 shares — an estimated $136K sold.

Liontrust Investment Partners first reported a position in UPWK in Q3 2021 and held it in 5 quarters. The position peaked at $2.75M in Q3 2021. 218 funds tracked by Wall St. Rank hold UPWK as of Q4 2022.

  • Liontrust Investment Partners reported no remaining Upwork position as of Q4 2022 after selling out during the quarter.
  • Liontrust Investment Partners sold 10,000 Upwork shares in Q4 2022, an estimated $136K.
  • Liontrust Investment Partners first reported a position in Upwork in Q3 2021 and held it in 5 quarters.
  • Liontrust Investment Partners's Upwork position peaked at $2.75M in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Upwork as of Q4 2022.

Based on Liontrust Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.