Mackenzie Financial
UPWK icon

Mackenzie Financial’s Upwork UPWK Stock Holding History

Mackenzie Financial’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
2025
Q3 		– Sell
-104,024
Closed -$1.4M – 1847
2025
Q2 		$1.4M Sell
104,024
-2,772
-3% -$39.8K ﹤0.01% 922
2025
Q1 		$1.39M Buy
+106,796
New +$1.63M ﹤0.01% 888
2024
Q2 		– Sell
-24,585
Closed -$301K – 1632
2024
Q1 		$301K Buy
24,585
+6,500
+36% +$88.4K ﹤0.01% 1175
2023
Q4 		$269K Buy
+18,085
New +$233K ﹤0.01% 1200
2022
Q1 		– Sell
-6,483
Closed -$221K – 1505
2021
Q4 		$221K Sell
6,483
-14,736
-69% -$651K ﹤0.01% 1294
2021
Q3 		$955K Buy
21,219
+17,371
+451% +$847K ﹤0.01% 919
2021
Q2 		$224K Buy
+3,848
New +$181K ﹤0.01% 1144

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return