McIlrath & Eck’s Upwork UPWK Stock Holding History

McIlrath & Eck’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 Q2	–	Sell	-103	Closed	-$1.26K	–	992
2024 Q1	$1.26K	Hold	103	–	–	﹤0.01%	848
2023 Q4	$1.53K	Hold	103	–	–	﹤0.01%	822
2023 Q3	$1.17K	Sell	103 -339	-77%	-$4.21K	﹤0.01%	803
2023 Q2	$4.13K	Hold	442	–	–	﹤0.01%	707
2023 Q1	$5K	Hold	442	–	–	﹤0.01%	668
2022 Q4	$4.61K	Hold	442	–	–	﹤0.01%	650
2022 Q3	$6K	Hold	442	–	–	﹤0.01%	621
2022 Q2	$9K	Hold	442	–	–	﹤0.01%	532
2022 Q1	$10K	Sell	442 -103	-19%	-$2.58K	﹤0.01%	531
2021 Q4	$19K	Hold	545	–	–	0.01%	416
2021 Q3	$25K	Hold	545	–	–	0.01%	357
2021 Q2	$32K	Buy	545 +206	+61%	+$9.68K	0.01%	305
2021 Q1	$15K	Buy	+339	New	+$15.6K	0.01%	403

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Baillie Gifford & Co

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

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Capital International Investors

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