Junson Asset Management (HK)’s Twilio TWLO Stock Holding History

Junson Asset Management (HK)’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	-45,249	Closed	-$3.13M	–	29
2022 Q3	$3.13M	Buy	+45,249	New	+$3.62M	2.13%	19
2022 Q1	–	Sell	-75,181	Closed	-$19.8M	–	50
2021 Q4	$19.8M	Sell	75,181 -16,200	-18%	-$4.84M	4.89%	5
2021 Q3	$29.2M	Buy	91,381 +36,100	+65%	+$13.1M	10.04%	2
2021 Q2	$21.8M	Sell	55,281 -7,848	-12%	-$2.72M	8.68%	2
2021 Q1	$22.6M	Buy	63,129 +20,800	+49%	+$7.79M	9.42%	1
2020 Q4	$14.3M	Buy	+42,329	New	+$13.2M	7.14%	1

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Junson Asset Management (HK)'s TWLO Position: Q4 2022 in Review

Junson Asset Management (HK) sold out of Twilio (TWLO) in Q4 2022, closing a stake of 45,249 shares — an estimated $3.13M sold.

Junson Asset Management (HK) first reported a position in TWLO in Q4 2020 and held it in 6 quarters. The position peaked at $29.2M in Q3 2021. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Junson Asset Management (HK) reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Junson Asset Management (HK) sold 45,249 Twilio shares in Q4 2022, an estimated $3.13M.
Junson Asset Management (HK) first reported a position in Twilio in Q4 2020 and held it in 6 quarters.
Junson Asset Management (HK)'s Twilio position peaked at $29.2M in Q3 2021.
611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Junson Asset Management (HK)'s 13F filing for Q4 2022.