HFRG
TWOU

Houlihan Financial Resource Group’s 2U Inc TWOU Stock Holding History

Houlihan Financial Resource Group’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
-620
Closed -$82K – 179
2023
Q2 		$82K Buy
+620
New +$82.4K ﹤0.01% 133
2020
Q3 		$9K Buy
+10
New +$11.9K 0.01% 284

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

Houlihan Financial Resource Group's TWOU Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of 2U Inc (TWOU) in Q3 2023, closing a stake of 620 shares — an estimated $82K sold.

Houlihan Financial Resource Group first reported a position in TWOU in Q3 2020 and held it in 2 quarters. The position peaked at $82K in Q2 2023. 155 funds tracked by Wall St. Rank hold TWOU as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining 2U Inc position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 620 2U Inc shares in Q3 2023, an estimated $82K.
  • Houlihan Financial Resource Group first reported a position in 2U Inc in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's 2U Inc position peaked at $82K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held 2U Inc as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.