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
2019 Q4	–	Sell	-1,327	Closed	-$648K	–	1028
2019 Q3	$648K	Buy	+1,327	New	+$953K	0.03%	451

Other funds holding TWOU

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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.