Premier Fund Managers’s Upwork UPWK Stock Holding History

Premier Fund Managers’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	-32,114	Closed	-$340K	–	219
2024 Q2	$340K	Hold	32,114	–	–	0.01%	174
2024 Q1	$394K	Sell	32,114 -5,262	-14%	-$71.6K	0.02%	167
2023 Q4	$563K	Buy	+37,376	New	+$482K	0.02%	144
2023 Q1	–	Sell	-69,789	Closed	-$730K	–	244
2022 Q4	$730K	Sell	69,789 -42,568	-38%	-$525K	0.03%	187
2022 Q3	$1.55M	Sell	112,357 -66,238	-37%	-$1.25M	0.12%	93
2022 Q2	$3.63M	Hold	178,595	–	–	0.16%	104
2022 Q1	$4.25M	Buy	178,595 +38,225	+27%	+$957K	0.15%	121
2021 Q4	$4.85M	Sell	140,370 -94,297	-40%	-$4.17M	0.16%	122
2021 Q3	$10.3M	Hold	234,667	–	–	0.33%	78
2021 Q2	$13.9M	Sell	234,667 -170,946	-42%	-$8.03M	0.47%	56
2021 Q1	$17.2M	Sell	405,613 -35,036	-8%	-$1.62M	0.67%	46
2020 Q4	$16.1M	Buy	440,649 +116,514	+36%	+$3.33M	0.7%	46
2020 Q3	$5.55M	Buy	+324,135	New	+$4.85M	0.32%	84

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

ECM

Engine Capital Management New York $1.03B AUM 4.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DAM

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

Premier Fund Managers's UPWK Position: Q3 2024 in Review

Premier Fund Managers sold out of Upwork (UPWK) in Q3 2024, closing a stake of 32,114 shares — an estimated $340K sold.

Premier Fund Managers first reported a position in UPWK in Q3 2020 and held it in 13 quarters. The position peaked at $17.2M in Q1 2021. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

Premier Fund Managers reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
Premier Fund Managers sold 32,114 Upwork shares in Q3 2024, an estimated $340K.
Premier Fund Managers first reported a position in Upwork in Q3 2020 and held it in 13 quarters.
Premier Fund Managers's Upwork position peaked at $17.2M in Q1 2021.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Premier Fund Managers's 13F filing for Q3 2024, filed 8 Nov 2024.