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State of Michigan Retirement System’s Upwork UPWK Stock Holding History

State of Michigan Retirement System’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
Q4 		– Sell
-135,557
Closed -$1.8M – 962
2019
Q3 		$1.8M Buy
+135,557
New +$2.07M 0.02% 573

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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State of Michigan Retirement System's UPWK Position: Q4 2019 in Review

State of Michigan Retirement System sold out of Upwork (UPWK) in Q4 2019, closing a stake of 135,557 shares — an estimated $1.8M sold.

State of Michigan Retirement System first reported a position in UPWK in Q3 2019 and held it in 1 quarter. The position peaked at $1.8M in Q3 2019. 143 funds tracked by Wall St. Rank hold UPWK as of Q4 2019.

  • State of Michigan Retirement System reported no remaining Upwork position as of Q4 2019 after selling out during the quarter.
  • State of Michigan Retirement System sold 135,557 Upwork shares in Q4 2019, an estimated $1.8M.
  • State of Michigan Retirement System first reported a position in Upwork in Q3 2019 and held it in 1 quarter.
  • State of Michigan Retirement System's Upwork position peaked at $1.8M in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Upwork as of Q4 2019.

Based on State of Michigan Retirement System's 13F filing for Q4 2019, filed 24 Jan 2020.