SCM
UPWK icon

Symons Capital Management’s Upwork UPWK Stock Holding History

Symons Capital 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
2020
Q2 		– Sell
-16,300
Closed -$105K – 104
2020
Q1 		$105K Sell
16,300
-76
-0.5% -$652 0.06% 79
2019
Q4 		$175K Buy
+16,376
New +$206K 0.09% 62

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG
Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Symons Capital Management's UPWK Position: Q2 2020 in Review

Symons Capital Management sold out of Upwork (UPWK) in Q2 2020, closing a stake of 16,300 shares — an estimated $105K sold.

Symons Capital Management first reported a position in UPWK in Q4 2019 and held it in 2 quarters. The position peaked at $175K in Q4 2019. 163 funds tracked by Wall St. Rank hold UPWK as of Q2 2020.

  • Symons Capital Management reported no remaining Upwork position as of Q2 2020 after selling out during the quarter.
  • Symons Capital Management sold 16,300 Upwork shares in Q2 2020, an estimated $105K.
  • Symons Capital Management first reported a position in Upwork in Q4 2019 and held it in 2 quarters.
  • Symons Capital Management's Upwork position peaked at $175K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Upwork as of Q2 2020.

Based on Symons Capital Management's 13F filing for Q2 2020, filed 31 Jul 2020.