AJO LP’s Twilio TWLO Stock Holding History

AJO LP’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-49,328	Closed	-$4.26M	–	720
2018 Q3	$4.26M	Sell	49,328 -1,631	-3%	-$119K	0.02%	384
2018 Q2	$2.85M	Buy	+50,959	New	+$2.52M	0.01%	429

Other funds holding TWLO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AJO LP's TWLO Position: Q4 2018 in Review

AJO LP sold out of Twilio (TWLO) in Q4 2018, closing a stake of 49,328 shares — an estimated $4.26M sold.

AJO LP first reported a position in TWLO in Q2 2018 and held it in 2 quarters. The position peaked at $4.26M in Q3 2018. 404 funds tracked by Wall St. Rank hold TWLO as of Q4 2018.

AJO LP reported no remaining Twilio position as of Q4 2018 after selling out during the quarter.
AJO LP sold 49,328 Twilio shares in Q4 2018, an estimated $4.26M.
AJO LP first reported a position in Twilio in Q2 2018 and held it in 2 quarters.
AJO LP's Twilio position peaked at $4.26M in Q3 2018.
404 funds tracked by Wall St. Rank held Twilio as of Q4 2018.

Based on AJO LP's 13F filing for Q4 2018, filed 13 Feb 2019.