Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-8
Closed -$305 4453
2023
Q4
$305 Sell
8
-13
-62% -$635 ﹤0.01% 3932
2023
Q3
$1.87K Sell
21
-45
-68% -$4.6K ﹤0.01% 3716
2023
Q2
$8.66K Sell
66
-99
-60% -$13.2K ﹤0.01% 3813
2023
Q1
$34.2K Sell
165
-1,561
-90% -$390K ﹤0.01% 3433
2022
Q4
$326K Sell
1,726
-14
-0.8% -$2.78K ﹤0.01% 2859
2022
Q3
$337 Buy
1,740
+815
+88% +$212K ﹤0.01% 2859
2022
Q2
$274 Buy
925
+225
+32% +$69.4K ﹤0.01% 3067
2022
Q1
$275K Buy
+700
New +$282K ﹤0.01% 3240
2021
Q4
Sell
-1,481
Closed -$1.5M 3952
2021
Q3
$1.5M Sell
1,481
-61
-4% -$71.5K ﹤0.01% 2241
2021
Q2
$1.97M Sell
1,542
-1,046
-40% -$1.21M ﹤0.01% 2073
2021
Q1
$3.13M Sell
2,588
-1,003
-28% -$1.27M ﹤0.01% 1569
2020
Q4
$4.67M Buy
3,591
+3,089
+615% +$3.31M ﹤0.01% 1430
2020
Q3
$543K Buy
502
+227
+83% +$270K ﹤0.01% 2302
2020
Q2
$339K Sell
275
-1,255
-82% -$1.12M ﹤0.01% 2464
2020
Q1
$885K Buy
1,530
+1,268
+484% +$857K ﹤0.01% 1749
2019
Q4
$189K Buy
262
+20
+8% +$12.4K ﹤0.01% 3191
2019
Q3
$118K Sell
242
-62
-20% -$44.5K ﹤0.01% 3211
2019
Q2
$343K Sell
304
-86
-22% -$127K ﹤0.01% 2646
2019
Q1
$828K Sell
390
-873
-69% -$1.65M ﹤0.01% 2088
2018
Q4
$1.88M Sell
1,263
-110
-8% -$193K ﹤0.01% 1549
2018
Q3
$3.1M Buy
1,373
+320
+30% +$791K ﹤0.01% 1431
2018
Q2
$2.64M Buy
1,053
+409
+64% +$1.09M ﹤0.01% 1502
2018
Q1
$1.62M Sell
644
-287
-31% -$663K ﹤0.01% 1660
2017
Q4
$1.8M Buy
931
+222
+31% +$417K ﹤0.01% 1634
2017
Q3
$1.19M Buy
709
+33
+5% +$49.7K ﹤0.01% 1889
2017
Q2
$951K Sell
676
-2,002
-75% -$2.62M ﹤0.01% 2006
2017
Q1
$3.19M Buy
2,678
+2,570
+2,380% +$2.75M ﹤0.01% 1280
2016
Q4
$107K Hold
108
﹤0.01% 2803
2016
Q3
$124K Buy
108
+5
+5% +$5.22K ﹤0.01% 2668
2016
Q2
$90K Buy
103
+70
+212% +$57.2K ﹤0.01% 2849
2016
Q1
$23K Hold
33
﹤0.01% 3356
2015
Q4
$28K Buy
+33
New +$24.7K ﹤0.01% 3275
2015
Q3
Sell
-1,254
Closed -$1.21M 4203
2015
Q2
$1.21M Sell
1,254
-158
-11% -$131K ﹤0.01% 1586
2015
Q1
$1.08M Buy
1,412
+215
+18% +$123K ﹤0.01% 1610
2014
Q4
$706K Buy
1,197
+111
+10% +$59.2K ﹤0.01% 1882
2014
Q3
$508K Buy
1,086
+796
+274% +$380K ﹤0.01% 2072
2014
Q2
$146K Buy
+290
New +$122K ﹤0.01% 2647

Other funds holding TWOU

Bank of Montreal's TWOU Position: Q1 2024 in Review

Bank of Montreal sold out of 2U Inc (TWOU) in Q1 2024, closing a stake of 8 shares — an estimated $305 sold.

Bank of Montreal first reported a position in TWOU in Q2 2014 and held it in 37 quarters. The position peaked at $4.67M in Q4 2020. 89 funds tracked by Wall St. Rank hold TWOU as of Q1 2024.

  • Bank of Montreal reported no remaining 2U Inc position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 8 2U Inc shares in Q1 2024, an estimated $305.
  • Bank of Montreal first reported a position in 2U Inc in Q2 2014 and held it in 37 quarters.
  • Bank of Montreal's 2U Inc position peaked at $4.67M in Q4 2020.
  • 89 funds tracked by Wall St. Rank held 2U Inc as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.