E
TWOU

Ergoteles’s 2U Inc TWOU Stock Holding History

Ergoteles’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
2023
Q3 		– Sell
-1,135
Closed -$137K – 924
2023
Q2 		$137K Buy
+1,135
New +$151K 0.01% 893
2022
Q4 		– Sell
-4,086
Closed -$766K – 2000
2022
Q3 		$766K Buy
+4,086
New +$1.06M 0.03% 594
2022
Q2 		– Sell
-987
Closed -$393K – 2085
2022
Q1 		$393K Sell
987
-261
-21% -$105K 0.01% 759
2021
Q4 		$751K Buy
+1,248
New +$995K 0.03% 499
2021
Q1 		– Sell
-2,436
Closed -$2.92M – 1126
2020
Q4 		$2.92M Buy
2,436
+1,847
+314% +$1.98M 0.1% 204
2020
Q3 		$598K Buy
+589
New +$700K 0.08% 200

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ergoteles's TWOU Position: Q3 2023 in Review

Ergoteles sold out of 2U Inc (TWOU) in Q3 2023, closing a stake of 1,135 shares — an estimated $137K sold.

Ergoteles first reported a position in TWOU in Q3 2020 and held it in 6 quarters. The position peaked at $2.92M in Q4 2020. 155 funds tracked by Wall St. Rank hold TWOU as of Q3 2023.

  • Ergoteles reported no remaining 2U Inc position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 1,135 2U Inc shares in Q3 2023, an estimated $137K.
  • Ergoteles first reported a position in 2U Inc in Q3 2020 and held it in 6 quarters.
  • Ergoteles's 2U Inc position peaked at $2.92M in Q4 2020.
  • 155 funds tracked by Wall St. Rank held 2U Inc as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.