IECM
TWOU

Intrinsic Edge Capital Management’s 2U, Inc. TWOU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,456,515
Closed -$9.98M 217
2023
Q1
$9.98M Buy
+1,456,515
New +$9.98M 1% 47
2021
Q3
Sell
-516,186
Closed -$21.5M 277
2021
Q2
$21.5M Buy
516,186
+396,250
+330% +$16.5M 1.26% 8
2021
Q1
$4.59M Buy
119,936
+69,936
+140% +$2.67M 0.31% 111
2020
Q4
$2M Sell
50,000
-178,209
-78% -$7.13M 0.15% 175
2020
Q3
$7.73M Sell
228,209
-6,905
-3% -$234K 0.52% 61
2020
Q2
$8.93M Buy
+235,114
New +$8.93M 0.82% 28