Stonnington Group’s Upwork UPWK Stock Holding History

Stonnington Group’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
2021 Q4	–	Sell	-12,800	Closed	-$692K	–	285
2021 Q3	$692K	Sell	12,800 -6,600	-34%	-$322K	0.15%	139
2021 Q2	$1.07M	Buy	+19,400	New	+$912K	0.24%	105

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Stonnington Group's UPWK Position: Q4 2021 in Review

Stonnington Group sold out of Upwork (UPWK) in Q4 2021, closing a stake of 12,800 shares — an estimated $692K sold.

Stonnington Group first reported a position in UPWK in Q2 2021 and held it in 2 quarters. The position peaked at $1.07M in Q2 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

Stonnington Group reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
Stonnington Group sold 12,800 Upwork shares in Q4 2021, an estimated $692K.
Stonnington Group first reported a position in Upwork in Q2 2021 and held it in 2 quarters.
Stonnington Group's Upwork position peaked at $1.07M in Q2 2021.
270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Stonnington Group's 13F filing for Q4 2021, filed 12 Jan 2022.