MIFH
UPWK icon

Migdal Insurance & Financial Holdings’s Upwork UPWK Stock Holding History

Migdal Insurance & Financial Holdings’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
-2,700
Closed -$29K – 521
2024
Q2 		$29K Buy
+2,700
New +$30.6K ﹤0.01% 338
2024
Q1 		– Sell
-2,700
Closed -$41K – 494
2023
Q4 		$41K Hold
2,700
– – ﹤0.01% 350
2023
Q3 		$31K Sell
2,700
-25
-0.9% -$310 ﹤0.01% 355
2023
Q2 		$25K Sell
2,725
-2,727
-50% -$24.7K ﹤0.01% 368
2023
Q1 		$59K Buy
5,452
+2,734
+101% +$32.5K ﹤0.01% 343
2022
Q4 		$28K Sell
2,718
-8
-0.3% -$99 ﹤0.01% 374
2022
Q3 		$38K Sell
2,726
-4
-0.1% -$75 ﹤0.01% 334
2022
Q2 		$56K Buy
2,730
+30
+1% +$590 ﹤0.01% 360
2022
Q1 		$64K Sell
2,700
-15,571
-85% -$390K ﹤0.01% 410
2021
Q4 		$625K Sell
18,271
-1,704
-9% -$75.3K 0.01% 229
2021
Q3 		$899K Buy
19,975
+1,098
+6% +$53.5K 0.01% 222
2021
Q2 		$1.1M Buy
18,877
+1,295
+7% +$60.9K 0.01% 226
2021
Q1 		$787K Buy
17,582
+4,229
+32% +$195K 0.01% 265
2020
Q4 		$461K Sell
13,353
-4,674
-26% -$134K 0.01% 228
2020
Q3 		$314K Buy
18,027
+8,422
+88% +$126K ﹤0.01% 395
2020
Q2 		$139K Buy
+9,605
New +$101K ﹤0.01% 379

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

Migdal Insurance & Financial Holdings's UPWK Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Upwork (UPWK) in Q3 2024, closing a stake of 2,700 shares — an estimated $29K sold.

Migdal Insurance & Financial Holdings first reported a position in UPWK in Q2 2020 and held it in 16 quarters. The position peaked at $1.1M in Q2 2021. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,700 Upwork shares in Q3 2024, an estimated $29K.
  • Migdal Insurance & Financial Holdings first reported a position in Upwork in Q2 2020 and held it in 16 quarters.
  • Migdal Insurance & Financial Holdings's Upwork position peaked at $1.1M in Q2 2021.
  • 220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.