Golden Green’s Twilio TWLO Stock Holding History

Golden Green’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,875	Closed	-$821K	–	88
2022 Q3	$821K	Buy	11,875 +7,511	+172%	+$600K	0.89%	28
2022 Q2	$366K	Sell	4,364 -643	-13%	-$71.9K	0.38%	47
2022 Q1	$825K	Sell	5,007 -2,675	-35%	-$487K	0.68%	44
2021 Q4	$2.02M	Buy	7,682 +2,443	+47%	+$731K	1.63%	12
2021 Q3	$1.67M	Sell	5,239 -313	-6%	-$114K	1.3%	16
2021 Q2	$2.19M	Buy	5,552 +234	+4%	+$81.2K	1.68%	8
2021 Q1	$1.81M	Sell	5,318 -278	-5%	-$104K	1.56%	9
2020 Q4	$1.89M	Buy	+5,596	New	+$1.75M	1.76%	13

Other funds holding TWLO

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

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

AIM

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Golden Green's TWLO Position: Q4 2022 in Review

Golden Green sold out of Twilio (TWLO) in Q4 2022, closing a stake of 11,875 shares — an estimated $821K sold.

Golden Green first reported a position in TWLO in Q4 2020 and held it in 8 quarters. The position peaked at $2.19M in Q2 2021. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Golden Green reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Golden Green sold 11,875 Twilio shares in Q4 2022, an estimated $821K.
Golden Green first reported a position in Twilio in Q4 2020 and held it in 8 quarters.
Golden Green's Twilio position peaked at $2.19M in Q2 2021.
612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Golden Green's 13F filing for Q4 2022, filed 20 Jan 2023.