Boardman Bay Capital Management’s 2U Inc TWOU Stock Holding History

Boardman Bay Capital Management’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 Q1	–	Sell	-833	Closed	-$1M	–	72
2020 Q4	$1M	Hold	833	–	–	0.91%	43
2020 Q3	$847K	Sell	833 -34	-4%	-$40.4K	0.87%	34
2020 Q2	$987K	Sell	867 -90	-9%	-$80.4K	0.81%	39
2020 Q1	$609K	Sell	957 -960	-50%	-$648K	0.57%	39
2019 Q4	$1.38M	Sell	1,917 -3,083	-62%	-$1.92M	2.2%	19
2019 Q3	$2.44M	Buy	5,000 +4,433	+782%	+$3.18M	2.56%	11
2019 Q2	$640K	Buy	+567	New	+$835K	1.04%	32
2019 Q1	–	Sell	-404	Closed	-$603K	–	59
2018 Q4	$603K	Buy	+404	New	+$710K	1.24%	27
2017 Q4	–	Sell	-136	Closed	-$416K	–	65
2017 Q3	$416K	Buy	+136	New	+$205K	0.42%	46

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

GIM

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

Boardman Bay Capital Management's TWOU Position: Q1 2021 in Review

Boardman Bay Capital Management sold out of 2U Inc (TWOU) in Q1 2021, closing a stake of 833 shares — an estimated $1M sold.

Boardman Bay Capital Management first reported a position in TWOU in Q3 2017 and held it in 9 quarters. The position peaked at $2.44M in Q3 2019. 267 funds tracked by Wall St. Rank hold TWOU as of Q1 2021.

Boardman Bay Capital Management reported no remaining 2U Inc position as of Q1 2021 after selling out during the quarter.
Boardman Bay Capital Management sold 833 2U Inc shares in Q1 2021, an estimated $1M.
Boardman Bay Capital Management first reported a position in 2U Inc in Q3 2017 and held it in 9 quarters.
Boardman Bay Capital Management's 2U Inc position peaked at $2.44M in Q3 2019.
267 funds tracked by Wall St. Rank held 2U Inc as of Q1 2021.

Based on Boardman Bay Capital Management's 13F filing for Q1 2021, filed 17 May 2021.