Berman Capital Advisors’s 2U Inc TWOU Stock Holding History

Berman Capital Advisors’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 Q3	$3K	Hold	4	–	–	﹤0.01%	1637
2021 Q2	$4K	Hold	4	–	–	﹤0.01%	1438
2021 Q1	$4K	Hold	4	–	–	﹤0.01%	1373
2020 Q4	$4K	Hold	4	–	–	﹤0.01%	1253
2020 Q3	$3K	Sell	4 -1	-20%	-$1.19K	﹤0.01%	1231
2020 Q2	$5K	Sell	5 -7	-58%	-$6.25K	﹤0.01%	1009
2020 Q1	$7K	Buy	12 +6	+100%	+$4.05K	﹤0.01%	812
2019 Q4	$4K	Hold	6	–	–	﹤0.01%	1056
2019 Q3	$2K	Buy	6 +4	+200%	+$2.87K	﹤0.01%	1253
2019 Q2	$2K	Buy	2 +1	+100%	+$1.47K	﹤0.01%	1257
2019 Q1	$1K	Hold	1	–	–	﹤0.01%	1290
2018 Q4	$0	Buy	+1	New	+$1.76K	﹤0.01%	1284

Other funds holding TWOU

AIM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Berman Capital Advisors's TWOU Position: Q3 2021 in Review

Berman Capital Advisors held its 2U Inc (TWOU) position steady in Q3 2021 at 4 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Berman Capital Advisors first reported a position in TWOU in Q4 2018 and has held it in 12 quarters since. The position peaked at $7K in Q1 2020. 253 funds tracked by Wall St. Rank hold TWOU as of Q3 2021.

Berman Capital Advisors held 4 shares of 2U Inc worth $3K as of Q3 2021.
Berman Capital Advisors left its 2U Inc share count unchanged in Q3 2021.
2U Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1637 holding.
Berman Capital Advisors first reported a position in 2U Inc in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's 2U Inc position peaked at $7K in Q1 2020.
253 funds tracked by Wall St. Rank held 2U Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.