Keenan Capital’s Twilio TWLO Stock Holding History

Keenan Capital’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
2020 Q2	–	Sell	-55,457	Closed	-$4.96M	–	14
2020 Q1	$4.96M	Buy	+55,457	New	+$6.09M	1.36%	13
2018 Q2	–	Sell	-200,000	Closed	-$7.64M	–	16
2018 Q1	$7.64M	Hold	200,000	–	–	4.46%	10
2017 Q4	$4.72M	Buy	+200,000	New	+$5.61M	3.43%	9

Other funds holding TWLO

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

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

Keenan Capital's TWLO Position: Q2 2020 in Review

Keenan Capital sold out of Twilio (TWLO) in Q2 2020, closing a stake of 55,457 shares — an estimated $4.96M sold.

Keenan Capital first reported a position in TWLO in Q4 2017 and held it in 3 quarters. The position peaked at $7.64M in Q1 2018. 678 funds tracked by Wall St. Rank hold TWLO as of Q2 2020.

Keenan Capital reported no remaining Twilio position as of Q2 2020 after selling out during the quarter.
Keenan Capital sold 55,457 Twilio shares in Q2 2020, an estimated $4.96M.
Keenan Capital first reported a position in Twilio in Q4 2017 and held it in 3 quarters.
Keenan Capital's Twilio position peaked at $7.64M in Q1 2018.
678 funds tracked by Wall St. Rank held Twilio as of Q2 2020.

Based on Keenan Capital's 13F filing for Q2 2020, filed 14 Aug 2020.