12 West Capital Management’s Laureate Education LAUR Stock Holding History

12 West Capital Management’s Portfolio LAUR Stock Details LAUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,670,195	Closed	-$60.8M	–	15
2019 Q3	$60.8M	Hold	3,670,195	–	–	3.92%	9
2019 Q2	$57.7M	Hold	3,670,195	–	–	4.34%	8
2019 Q1	$54.9M	Sell	3,670,195 -2,044,526	-36%	-$31M	4.48%	8
2018 Q4	$87.1M	Buy	5,714,721 +632,415	+12%	+$9.47M	8.97%	5
2018 Q3	$78.5M	Hold	5,082,306	–	–	5.76%	5
2018 Q2	$72.8M	Buy	5,082,306 +1,005,125	+25%	+$14.8M	6.01%	6
2018 Q1	$56.1M	Hold	4,077,181	–	–	6.16%	8
2017 Q4	$55.3M	Buy	4,077,181 +1,465,837	+56%	+$19.2M	6.68%	6
2017 Q3	$38M	Buy	+2,611,344	New	+$40.9M	5.31%	7

Other funds holding LAUR

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

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

12 West Capital Management's LAUR Position: Q4 2019 in Review

12 West Capital Management sold out of Laureate Education (LAUR) in Q4 2019, closing a stake of 3,670,195 shares — an estimated $60.8M sold.

12 West Capital Management first reported a position in LAUR in Q3 2017 and held it in 9 quarters. The position peaked at $87.1M in Q4 2018. 173 funds tracked by Wall St. Rank hold LAUR as of Q4 2019.

12 West Capital Management reported no remaining Laureate Education position as of Q4 2019 after selling out during the quarter.
12 West Capital Management sold 3,670,195 Laureate Education shares in Q4 2019, an estimated $60.8M.
12 West Capital Management first reported a position in Laureate Education in Q3 2017 and held it in 9 quarters.
12 West Capital Management's Laureate Education position peaked at $87.1M in Q4 2018.
173 funds tracked by Wall St. Rank held Laureate Education as of Q4 2019.

Based on 12 West Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.