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Shamrock Asset Management’s Upwork UPWK Stock Holding History

Shamrock Asset Management’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
2019
Q3 		$759K Sell
57,055
-3,861
-6% -$58.9K 0.59% 46
2019
Q2 		$980K Buy
+60,916
New +$1.05M 0.69% 33

Other funds holding UPWK

APG
Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shamrock Asset Management's UPWK Position: Q3 2019 in Review

Shamrock Asset Management reduced its Upwork (UPWK) stake by 6.3% in Q3 2019, selling an estimated $58.9K and leaving 57,055 shares worth $759K. The position accounts for 0.59% of the portfolio, ranked #46.

Shamrock Asset Management first reported a position in UPWK in Q2 2019 and has held it in 2 quarters since. The position peaked at $980K in Q2 2019. 128 funds tracked by Wall St. Rank hold UPWK as of Q3 2019.

  • Shamrock Asset Management held 57,055 shares of Upwork worth $759K as of Q3 2019.
  • Shamrock Asset Management sold 3,861 Upwork shares in Q3 2019, an estimated $58.9K.
  • Upwork made up 0.59% of Shamrock Asset Management's portfolio in Q3 2019, its #46 holding.
  • Shamrock Asset Management first reported a position in Upwork in Q2 2019 and has held it in 2 quarters since.
  • Shamrock Asset Management's Upwork position peaked at $980K in Q2 2019.
  • 128 funds tracked by Wall St. Rank held Upwork as of Q3 2019.

Based on Shamrock Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.