Lyell Wealth Management’s Upwork UPWK Stock Holding History

Lyell Wealth Management’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 Q3	–	Sell	-37,938	Closed	-$610K	–	125
2019 Q2	$610K	Buy	+37,938	New	+$654K	0.18%	83

Other funds holding UPWK

APG

Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lyell Wealth Management's UPWK Position: Q3 2019 in Review

Lyell Wealth Management sold out of Upwork (UPWK) in Q3 2019, closing a stake of 37,938 shares — an estimated $610K sold.

Lyell Wealth Management first reported a position in UPWK in Q2 2019 and held it in 1 quarter. The position peaked at $610K in Q2 2019. 128 funds tracked by Wall St. Rank hold UPWK as of Q3 2019.

Lyell Wealth Management reported no remaining Upwork position as of Q3 2019 after selling out during the quarter.
Lyell Wealth Management sold 37,938 Upwork shares in Q3 2019, an estimated $610K.
Lyell Wealth Management first reported a position in Upwork in Q2 2019 and held it in 1 quarter.
Lyell Wealth Management's Upwork position peaked at $610K in Q2 2019.
128 funds tracked by Wall St. Rank held Upwork as of Q3 2019.

Based on Lyell Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.