PFM
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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
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 $5.7T 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