Bank of Montreal’s 2U Inc TWOU Stock Holding History

Bank of Montreal’s Portfolio TWOU Stock Details TWOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,610	Closed	-$3.16M	–	5095
2021 Q1	$3.16M	Hold	2,610	–	–	﹤0.01%	1562
2020 Q4	$3.4M	Buy	+2,610	New	+$2.8M	﹤0.01%	1576

Other funds holding TWOU

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.