JWM
UDMY

JFG Wealth Management’s Udemy UDMY Stock Holding History

JFG Wealth Management’s Portfolio UDMY Stock Details UDMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,000
Closed -$200K – 82
2023
Q3 		$200K Hold
21,000
– – 0.07% 35
2023
Q2 		$225K Hold
21,000
– – 0.07% 35
2023
Q1 		$185K Hold
21,000
– – 0.06% 30
2022
Q4 		$222K Hold
21,000
– – 0.07% 32
2022
Q3 		$253K Hold
21,000
– – 0.08% 35
2022
Q2 		$214K Buy
21,000
+5,000
+31% +$60.6K 0.08% 36
2022
Q1 		$199K Buy
+16,000
New +$221K 0.06% 40

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFG Wealth Management's UDMY Position: Q4 2023 in Review

JFG Wealth Management sold out of Udemy (UDMY) in Q4 2023, closing a stake of 21,000 shares — an estimated $200K sold.

JFG Wealth Management first reported a position in UDMY in Q1 2022 and held it in 7 quarters. The position peaked at $253K in Q3 2022. 176 funds tracked by Wall St. Rank hold UDMY as of Q4 2023.

  • JFG Wealth Management reported no remaining Udemy position as of Q4 2023 after selling out during the quarter.
  • JFG Wealth Management sold 21,000 Udemy shares in Q4 2023, an estimated $200K.
  • JFG Wealth Management first reported a position in Udemy in Q1 2022 and held it in 7 quarters.
  • JFG Wealth Management's Udemy position peaked at $253K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Udemy as of Q4 2023.

Based on JFG Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.