MAP
UPWK icon

Moody Aldrich Partners’s Upwork UPWK Stock Holding History

Moody Aldrich Partners’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
2022
Q1 		– Sell
-40,794
Closed -$1.39M – 174
2021
Q4 		$1.39M Sell
40,794
-7,968
-16% -$352K 0.19% 109
2021
Q3 		$2.2M Buy
+48,762
New +$2.38M 0.28% 93

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moody Aldrich Partners's UPWK Position: Q1 2022 in Review

Moody Aldrich Partners sold out of Upwork (UPWK) in Q1 2022, closing a stake of 40,794 shares — an estimated $1.39M sold.

Moody Aldrich Partners first reported a position in UPWK in Q3 2021 and held it in 2 quarters. The position peaked at $2.2M in Q3 2021. 234 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

  • Moody Aldrich Partners reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
  • Moody Aldrich Partners sold 40,794 Upwork shares in Q1 2022, an estimated $1.39M.
  • Moody Aldrich Partners first reported a position in Upwork in Q3 2021 and held it in 2 quarters.
  • Moody Aldrich Partners's Upwork position peaked at $2.2M in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on Moody Aldrich Partners's 13F filing for Q1 2022, filed 10 May 2022.