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Macroview Investment Management’s Upwork UPWK Stock Holding History

Macroview Investment 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
2024
Q3 		– Sell
-726
Closed -$7.8K – 649
2024
Q2 		$7.8K Buy
726
+105
+17% +$1.19K 0.01% 288
2024
Q1 		$7.61K Buy
621
+131
+27% +$1.78K 0.01% 330
2023
Q4 		$7.29K Buy
+490
New +$6.32K 0.01% 328

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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Macroview Investment Management's UPWK Position: Q3 2024 in Review

Macroview Investment Management sold out of Upwork (UPWK) in Q3 2024, closing a stake of 726 shares — an estimated $7.8K sold.

Macroview Investment Management first reported a position in UPWK in Q4 2023 and held it in 3 quarters. The position peaked at $7.8K in Q2 2024. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

  • Macroview Investment Management reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
  • Macroview Investment Management sold 726 Upwork shares in Q3 2024, an estimated $7.8K.
  • Macroview Investment Management first reported a position in Upwork in Q4 2023 and held it in 3 quarters.
  • Macroview Investment Management's Upwork position peaked at $7.8K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.