NEI
UPWK icon

Northwest & Ethical Investments’s Upwork UPWK Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-117,387
Closed -$1.33M – 407
2023
Q3 		$1.33M Sell
117,387
-92,954
-44% -$1.15M 0.04% 254
2023
Q2 		$1.96M Buy
210,341
+9,205
+5% +$83.4K 0.06% 246
2023
Q1 		$2.28M Hold
201,136
– – 0.08% 241
2022
Q4 		$2.1M Buy
201,136
+18,927
+10% +$234K 0.07% 240
2022
Q3 		$2.48M Hold
182,209
– – 0.1% 214
2022
Q2 		$3.77M Buy
182,209
+7,603
+4% +$149K 0.14% 180
2022
Q1 		$4.06M Buy
174,606
+114,906
+192% +$2.88M 0.13% 189
2021
Q4 		$2.04M Buy
+59,700
New +$2.64M 0.06% 240

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Northwest & Ethical Investments's UPWK Position: Q4 2023 in Review

Northwest & Ethical Investments sold out of Upwork (UPWK) in Q4 2023, closing a stake of 117,387 shares — an estimated $1.33M sold.

Northwest & Ethical Investments first reported a position in UPWK in Q4 2021 and held it in 8 quarters. The position peaked at $4.06M in Q1 2022. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • Northwest & Ethical Investments reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 117,387 Upwork shares in Q4 2023, an estimated $1.33M.
  • Northwest & Ethical Investments first reported a position in Upwork in Q4 2021 and held it in 8 quarters.
  • Northwest & Ethical Investments's Upwork position peaked at $4.06M in Q1 2022.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on Northwest & Ethical Investments's 13F filing for Q4 2023, filed 9 Jul 2025.