WRF
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Waddell & Reed Financial’s Upwork UPWK Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-1,088,974
Closed -$19.7M – 523
2018
Q4 		$19.7M Buy
+1,088,974
New +$20.2M 0.06% 324

Other funds holding UPWK

APG
Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Waddell & Reed Financial's UPWK Position: Q1 2019 in Review

Waddell & Reed Financial sold out of Upwork (UPWK) in Q1 2019, closing a stake of 1,088,974 shares — an estimated $19.7M sold.

Waddell & Reed Financial first reported a position in UPWK in Q4 2018 and held it in 1 quarter. The position peaked at $19.7M in Q4 2018. 81 funds tracked by Wall St. Rank hold UPWK as of Q1 2019.

  • Waddell & Reed Financial reported no remaining Upwork position as of Q1 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 1,088,974 Upwork shares in Q1 2019, an estimated $19.7M.
  • Waddell & Reed Financial first reported a position in Upwork in Q4 2018 and held it in 1 quarter.
  • Waddell & Reed Financial's Upwork position peaked at $19.7M in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Upwork as of Q1 2019.

Based on Waddell & Reed Financial's 13F filing for Q1 2019, filed 15 May 2019.