FMT
TWOU

First Mercantile Trust’s 2U Inc TWOU Stock Holding History

First Mercantile Trust’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
2021
Q3 		$364K Sell
361
-25
-6% -$29.3K 0.05% 231
2021
Q2 		$483K Sell
386
-6
-2% -$6.93K 0.06% 192
2021
Q1 		$450K Buy
392
+77
+24% +$97.6K 0.05% 201
2020
Q4 		$378K Sell
315
-5
-2% -$5.36K 0.04% 244
2020
Q3 		$302K Buy
320
+37
+13% +$44K 0.04% 270
2020
Q2 		$322K Buy
283
+50
+21% +$44.6K 0.04% 260
2020
Q1 		$148K Sell
233
-8
-3% -$5.4K 0.02% 443
2019
Q4 		$174K Sell
241
-20
-8% -$12.4K 0.02% 509
2019
Q3 		$127K Sell
261
-539
-67% -$387K 0.01% 619
2019
Q2 		$904K Buy
800
+46
+6% +$67.8K 0.1% 117
2019
Q1 		$1.6M Buy
754
+66
+10% +$125K 0.38% 51
2018
Q4 		$1.03M Buy
688
+145
+27% +$255K 0.25% 91
2018
Q3 		$1.23M Sell
543
-93
-15% -$230K 0.24% 94
2018
Q2 		$1.59M Sell
636
-102
-14% -$271K 0.32% 67
2018
Q1 		$1.86M Sell
738
-36
-5% -$83.2K 0.39% 49
2017
Q4 		$1.5M Sell
774
-152
-16% -$285K 0.29% 74
2017
Q3 		$1.56M Sell
926
-66
-7% -$99.3K 0.28% 74
2017
Q2 		$1.4M Buy
992
+117
+13% +$153K 0.25% 85
2017
Q1 		$1.04M Buy
875
+156
+22% +$167K 0.16% 162
2016
Q4 		$650K Sell
719
-243
-25% -$248K 0.1% 264
2016
Q3 		$1.1M Sell
962
-69
-7% -$72K 0.15% 182
2016
Q2 		$909K Buy
1,031
+96
+10% +$78.4K 0.11% 246
2016
Q1 		$634K Buy
935
+136
+17% +$86.2K 0.08% 318
2015
Q4 		$670K Buy
799
+181
+29% +$136K 0.07% 340
2015
Q3 		$666K Sell
618
-11
-2% -$11.3K 0.07% 357
2015
Q2 		$608K Buy
629
+343
+120% +$285K 0.05% 441
2015
Q1 		$219K Sell
286
-8
-3% -$4.58K 0.02% 681
2014
Q4 		$173K Sell
294
-27
-8% -$14.4K 0.01% 705
2014
Q3 		$150K Buy
321
+7
+2% +$3.34K 0.01% 765
2014
Q2 		$158K Buy
+314
New +$132K 0.01% 763

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

First Mercantile Trust's TWOU Position: Q3 2021 in Review

First Mercantile Trust reduced its 2U Inc (TWOU) stake by 6.5% in Q3 2021, selling an estimated $29.3K and leaving 361 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #231.

First Mercantile Trust first reported a position in TWOU in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.86M in Q1 2018. 253 funds tracked by Wall St. Rank hold TWOU as of Q3 2021.

  • First Mercantile Trust held 361 shares of 2U Inc worth $364K as of Q3 2021.
  • First Mercantile Trust sold 25 2U Inc shares in Q3 2021, an estimated $29.3K.
  • 2U Inc made up 0.05% of First Mercantile Trust's portfolio in Q3 2021, its #231 holding.
  • First Mercantile Trust first reported a position in 2U Inc in Q2 2014 and has held it in 30 quarters since.
  • First Mercantile Trust's 2U Inc position peaked at $1.86M in Q1 2018.
  • 253 funds tracked by Wall St. Rank held 2U Inc as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.