D.L. Carlson Investment Group’s Twitter, Inc. TWTR Stock Holding History

D.L. Carlson Investment Group’s Portfolio TWTR Stock Details TWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-121,914	Closed	-$6.6M	–	162
2020 Q4	$6.6M	Buy	121,914 +32,397	+36%	+$1.55M	1.2%	28
2020 Q3	$3.98M	Buy	89,517 +35,453	+66%	+$1.36M	0.84%	48
2020 Q2	$1.61M	Buy	54,064 +1,664	+3%	+$50.2K	0.48%	66
2020 Q1	$1.29M	Sell	52,400 -4,010	-7%	-$130K	0.49%	67
2019 Q4	$1.81M	Buy	56,410 +4,255	+8%	+$140K	0.52%	67
2019 Q3	$2.15M	Buy	+52,155	New	+$2.13M	0.67%	57
2015 Q2	–	Sell	-17,600	Closed	-$881K	–	140
2015 Q1	$881K	Buy	+17,600	New	+$780K	0.31%	95
2014 Q4	–	Sell	-37,325	Closed	-$1.93M	–	150
2014 Q3	$1.93M	Buy	+37,325	New	+$1.69M	0.72%	58
2014 Q1	–	Sell	-22,805	Closed	-$1.45M	–	133
2013 Q4	$1.45M	Buy	+22,805	New	+$1.13M	0.53%	73

Other funds holding TWTR

Morgan Stanley New York $1.66T AUM 25.57% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.L. Carlson Investment Group's TWTR Position: Q1 2021 in Review

D.L. Carlson Investment Group sold out of Twitter, Inc. (TWTR) in Q1 2021, closing a stake of 121,914 shares — an estimated $6.6M sold.

D.L. Carlson Investment Group first reported a position in TWTR in Q4 2013 and held it in 9 quarters. The position peaked at $6.6M in Q4 2020. 982 funds tracked by Wall St. Rank hold TWTR as of Q1 2021.

D.L. Carlson Investment Group reported no remaining Twitter, Inc. position as of Q1 2021 after selling out during the quarter.
D.L. Carlson Investment Group sold 121,914 Twitter, Inc. shares in Q1 2021, an estimated $6.6M.
D.L. Carlson Investment Group first reported a position in Twitter, Inc. in Q4 2013 and held it in 9 quarters.
D.L. Carlson Investment Group's Twitter, Inc. position peaked at $6.6M in Q4 2020.
982 funds tracked by Wall St. Rank held Twitter, Inc. as of Q1 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2021, filed 11 May 2021.