Number of Shares
1.00 Mil
Current Holdings Value*
$12.12 Mil
% of Portfolio
5.33%
Total Estimate Gain
$770,850.00
% of Total Estimate Gain
4.22%

BBH Partner Fund - Small Cap Equity's Upwork Inc Holding Summary

As of 2024-07-31, BBH Trust held 1.00 Mil shares of Upwork Inc(UPWK), totaling $12.12 Mil. This investment constitutes 5.33% of their stock portfolio, and BBH Trust now holds 0.76% of the outstanding Upwork Inc(UPWK) stock.

The initial trade took place in 2022Q3. And since then BBH Partner Fund - Small Cap Equity has made 6 purchases of UPWK, at an average price of $13.04, for a total of 1.40 Mil shares. In addition, there have been 2 sales at an average price of $13.76 for 400,000.00 shares. Based on historical transaction data and UPWK's current price of $13.52, BBH Partner Fund - Small Cap Equity's estimated gain on his UPWK holdings is $770,850.00, reflecting a 4.22% gain to date.

BBH Partner Fund - Small Cap Equity UPWK ($13.52) Holding Chart

BBH Partner Fund - Small Cap Equity UPWK ($13.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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