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Lynch Asset Management’s Twilio TWLO Stock Holding History

Lynch Asset Management’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
2024
Q1 		– Sell
-2,800
Closed -$212K – 46
2023
Q4 		$212K Sell
2,800
-3,475
-55% -$217K 0.12% 46
2023
Q3 		$367K Hold
6,275
– – 0.24% 45
2023
Q2 		$399K Hold
6,275
– – 0.26% 44
2023
Q1 		$418K Buy
6,275
+1,500
+31% +$92.5K 0.3% 43
2022
Q4 		$234K Sell
4,775
-1,500
-24% -$85.4K 0.2% 47
2022
Q3 		$435K Hold
6,275
– – 0.39% 44
2022
Q2 		$526K Buy
6,275
+975
+18% +$109K 0.43% 42
2022
Q1 		$874K Buy
5,300
+3,800
+253% +$692K 0.62% 33
2021
Q4 		$395K Buy
+1,500
New +$449K 0.27% 39

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Lynch Asset Management's TWLO Position: Q1 2024 in Review

Lynch Asset Management sold out of Twilio (TWLO) in Q1 2024, closing a stake of 2,800 shares — an estimated $212K sold.

Lynch Asset Management first reported a position in TWLO in Q4 2021 and held it in 9 quarters. The position peaked at $874K in Q1 2022. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Lynch Asset Management reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Lynch Asset Management sold 2,800 Twilio shares in Q1 2024, an estimated $212K.
  • Lynch Asset Management first reported a position in Twilio in Q4 2021 and held it in 9 quarters.
  • Lynch Asset Management's Twilio position peaked at $874K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Lynch Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.