Matthew Hamilton Rosenberg’s Upwork UPWK Stock Holding History

Matthew Hamilton Rosenberg’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
2023 Q2	–	Sell	-320	Closed	-$3.62K	–	994
2023 Q1	$3.62K	Hold	320	–	–	﹤0.01%	753
2022 Q4	$3.34K	Hold	320	–	–	﹤0.01%	749
2022 Q3	$4K	Hold	320	–	–	﹤0.01%	733
2022 Q2	$7K	Hold	320	–	–	﹤0.01%	678
2022 Q1	$7K	Hold	320	–	–	﹤0.01%	662
2021 Q4	$11K	Sell	320 -217	-40%	-$9.59K	﹤0.01%	590
2021 Q3	$24K	Buy	+537	New	+$26.2K	0.01%	490

Other funds holding UPWK

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Matthew Hamilton Rosenberg's UPWK Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of Upwork (UPWK) in Q2 2023, closing a stake of 320 shares — an estimated $3.62K sold.

Matthew Hamilton Rosenberg first reported a position in UPWK in Q3 2021 and held it in 7 quarters. The position peaked at $24K in Q3 2021. 213 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 320 Upwork shares in Q2 2023, an estimated $3.62K.
Matthew Hamilton Rosenberg first reported a position in Upwork in Q3 2021 and held it in 7 quarters.
Matthew Hamilton Rosenberg's Upwork position peaked at $24K in Q3 2021.
213 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.