Putnam Investments’s Upwork UPWK Stock Holding History

Putnam 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	$2.03M	Sell	136,659 -4,349	-3%	-$56.1K	﹤0.01%	756
2023 Q3	$1.6M	Buy	+141,008	New	+$1.75M	﹤0.01%	768

Other funds holding UPWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

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

Putnam Investments's UPWK Position: Q4 2023 in Review

Putnam Investments reduced its Upwork (UPWK) stake by 3.1% in Q4 2023, selling an estimated $56.1K and leaving 136,659 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Putnam Investments first reported a position in UPWK in Q3 2023 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

Putnam Investments held 136,659 shares of Upwork worth $2.03M as of Q4 2023.
Putnam Investments sold 4,349 Upwork shares in Q4 2023, an estimated $56.1K.
Upwork made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #756 holding.
Putnam Investments first reported a position in Upwork in Q3 2023 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.