Sumitomo Mitsui Trust Group
UPWK icon

Sumitomo Mitsui Trust Group’s Upwork UPWK Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q1 		– Sell
-22,192
Closed -$330K – 1151
2023
Q4 		$330K Buy
+22,192
New +$286K ﹤0.01% 1072
2021
Q4 		– Sell
-6,034
Closed -$272K – 1211
2021
Q3 		$272K Sell
6,034
-263
-4% -$12.8K ﹤0.01% 1155
2021
Q2 		$367K Buy
6,297
+1,520
+32% +$71.4K ﹤0.01% 1133
2021
Q1 		$214K Buy
+4,777
New +$220K ﹤0.01% 1135

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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
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UPWK Position: Q1 2024 in Review

Sumitomo Mitsui Trust Group sold out of Upwork (UPWK) in Q1 2024, closing a stake of 22,192 shares — an estimated $330K sold.

Sumitomo Mitsui Trust Group first reported a position in UPWK in Q1 2021 and held it in 4 quarters. The position peaked at $367K in Q2 2021. 250 funds tracked by Wall St. Rank hold UPWK as of Q1 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Upwork position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 22,192 Upwork shares in Q1 2024, an estimated $330K.
  • Sumitomo Mitsui Trust Group first reported a position in Upwork in Q1 2021 and held it in 4 quarters.
  • Sumitomo Mitsui Trust Group's Upwork position peaked at $367K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Upwork as of Q1 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2024, filed 19 Apr 2024.