Mather Group’s Upwork UPWK Stock Holding History

Mather Group’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	-150	Closed	-$1.84K	–	2196
2024 Q2	$1.84K	Buy	+150	New	+$1.7K	﹤0.01%	1908

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mather Group's UPWK Position: Q3 2024 in Review

Mather Group sold out of Upwork (UPWK) in Q3 2024, closing a stake of 150 shares — an estimated $1.84K sold.

Mather Group first reported a position in UPWK in Q2 2024 and held it in 1 quarter. The position peaked at $1.84K in Q2 2024. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

Mather Group reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
Mather Group sold 150 Upwork shares in Q3 2024, an estimated $1.84K.
Mather Group first reported a position in Upwork in Q2 2024 and held it in 1 quarter.
Mather Group's Upwork position peaked at $1.84K in Q2 2024.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.