CM
TWOU

Caption Management’s 2U Inc TWOU Stock Holding History

Caption 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
2022
Q1 		– Sell
-426
Closed -$257K – 2068
2021
Q4 		$257K Buy
+426
New +$339K ﹤0.01% 1387
2021
Q1 		– Sell
-3,367
Closed -$4.04M – 1463
2020
Q4 		$4.04M Buy
3,367
+2,587
+332% +$2.77M 0.09% 273
2020
Q3 		$791K Buy
+780
New +$927K 0.02% 685
2019
Q4 		– Sell
-1,797
Closed -$877K – 1027
2019
Q3 		$877K Buy
+1,797
New +$1.29M 0.05% 403

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caption Management's TWOU Position: Q1 2022 in Review

Caption Management sold out of 2U Inc (TWOU) in Q1 2022, closing a stake of 426 shares — an estimated $257K sold.

Caption Management first reported a position in TWOU in Q3 2019 and held it in 4 quarters. The position peaked at $4.04M in Q4 2020. 213 funds tracked by Wall St. Rank hold TWOU as of Q1 2022.

  • Caption Management reported no remaining 2U Inc position as of Q1 2022 after selling out during the quarter.
  • Caption Management sold 426 2U Inc shares in Q1 2022, an estimated $257K.
  • Caption Management first reported a position in 2U Inc in Q3 2019 and held it in 4 quarters.
  • Caption Management's 2U Inc position peaked at $4.04M in Q4 2020.
  • 213 funds tracked by Wall St. Rank held 2U Inc as of Q1 2022.

Based on Caption Management's 13F filing for Q1 2022, filed 13 May 2022.