BIM
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Bogle Investment Management’s Tradeweb Markets TW Stock Holding History

Bogle Investment Management’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-93,368
Closed -$4.33M – 352
2019
Q4 		$4.33M Buy
93,368
+56,096
+151% +$2.42M 0.4% 87
2019
Q3 		$1.38M Buy
+37,272
New +$1.65M 0.12% 156

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Bogle Investment Management's TW Position: Q1 2020 in Review

Bogle Investment Management sold out of Tradeweb Markets (TW) in Q1 2020, closing a stake of 93,368 shares — an estimated $4.33M sold.

Bogle Investment Management first reported a position in TW in Q3 2019 and held it in 2 quarters. The position peaked at $4.33M in Q4 2019. 172 funds tracked by Wall St. Rank hold TW as of Q1 2020.

  • Bogle Investment Management reported no remaining Tradeweb Markets position as of Q1 2020 after selling out during the quarter.
  • Bogle Investment Management sold 93,368 Tradeweb Markets shares in Q1 2020, an estimated $4.33M.
  • Bogle Investment Management first reported a position in Tradeweb Markets in Q3 2019 and held it in 2 quarters.
  • Bogle Investment Management's Tradeweb Markets position peaked at $4.33M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.