Cadinha & Co’s Twilio TWLO Stock Holding History

Cadinha & Co’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,650	Closed	-$359K	–	124
2019 Q4	$359K	Sell	3,650 -30	-0.8%	-$3.06K	0.05%	96
2019 Q3	$405K	Buy	+3,680	New	+$477K	0.07%	86

Other funds holding TWLO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Cadinha & Co's TWLO Position: Q1 2020 in Review

Cadinha & Co sold out of Twilio (TWLO) in Q1 2020, closing a stake of 3,650 shares — an estimated $359K sold.

Cadinha & Co first reported a position in TWLO in Q3 2019 and held it in 2 quarters. The position peaked at $405K in Q3 2019. 553 funds tracked by Wall St. Rank hold TWLO as of Q1 2020.

Cadinha & Co reported no remaining Twilio position as of Q1 2020 after selling out during the quarter.
Cadinha & Co sold 3,650 Twilio shares in Q1 2020, an estimated $359K.
Cadinha & Co first reported a position in Twilio in Q3 2019 and held it in 2 quarters.
Cadinha & Co's Twilio position peaked at $405K in Q3 2019.
553 funds tracked by Wall St. Rank held Twilio as of Q1 2020.

Based on Cadinha & Co's 13F filing for Q1 2020, filed 6 May 2020.