EP
TWOU

Equius Partners’s 2U Inc TWOU Stock Holding History

Equius Partners’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
Q4 		$820K Hold
4,357
– – 0.25% 11
2022
Q3 		$817K Hold
4,357
– – 0.29% 8
2022
Q2 		$1.37M Hold
4,357
– – 0.46% 8
2022
Q1 		$1.74M Hold
4,357
– – 0.75% 5
2021
Q4 		$2.62M Buy
+4,357
New +$3.47M 1.11% 5

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Equius Partners's TWOU Position: Q4 2022 in Review

Equius Partners held its 2U Inc (TWOU) position steady in Q4 2022 at 4,357 shares worth $820K. The position accounts for 0.25% of the portfolio, ranked #11.

Equius Partners first reported a position in TWOU in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.62M in Q4 2021. 186 funds tracked by Wall St. Rank hold TWOU as of Q4 2022.

  • Equius Partners held 4,357 shares of 2U Inc worth $820K as of Q4 2022.
  • Equius Partners left its 2U Inc share count unchanged in Q4 2022.
  • 2U Inc made up 0.25% of Equius Partners's portfolio in Q4 2022, its #11 holding.
  • Equius Partners first reported a position in 2U Inc in Q4 2021 and has held it in 5 quarters since.
  • Equius Partners's 2U Inc position peaked at $2.62M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held 2U Inc as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.