Berylson Capital Partners’s 2U Inc TWOU Stock Holding History

Berylson Capital Partners’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
2020 Q1	–	Sell	-6,670	Closed	-$4.8M	–	33
2019 Q4	$4.8M	Buy	6,670 +2,467	+59%	+$1.53M	4.07%	7
2019 Q3	$2.05M	Hold	4,203	–	–	5.17%	8
2019 Q2	$4.75M	Buy	4,203 +3,013	+253%	+$4.44M	8.54%	2
2019 Q1	$2.53M	Buy	+1,190	New	+$2.25M	2.99%	13

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

NAMA

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

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

Berylson Capital Partners's TWOU Position: Q1 2020 in Review

Berylson Capital Partners sold out of 2U Inc (TWOU) in Q1 2020, closing a stake of 6,670 shares — an estimated $4.8M sold.

Berylson Capital Partners first reported a position in TWOU in Q1 2019 and held it in 4 quarters. The position peaked at $4.8M in Q4 2019. 187 funds tracked by Wall St. Rank hold TWOU as of Q1 2020.

Berylson Capital Partners reported no remaining 2U Inc position as of Q1 2020 after selling out during the quarter.
Berylson Capital Partners sold 6,670 2U Inc shares in Q1 2020, an estimated $4.8M.
Berylson Capital Partners first reported a position in 2U Inc in Q1 2019 and held it in 4 quarters.
Berylson Capital Partners's 2U Inc position peaked at $4.8M in Q4 2019.
187 funds tracked by Wall St. Rank held 2U Inc as of Q1 2020.

Based on Berylson Capital Partners's 13F filing for Q1 2020, filed 15 May 2020.