Needham Investment Management’s 2U Inc TWOU Stock Holding History

Needham Investment Management’s Portfolio TWOU Stock Details TWOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-917	Closed	-$448K	–	102
2019 Q3	$448K	Buy	917 +250	+37%	+$180K	0.14%	72
2019 Q2	$752K	Buy	+667	New	+$983K	0.25%	61
2019 Q1	–	Sell	-200	Closed	-$298K	–	82
2018 Q4	$298K	Hold	200	–	–	0.11%	74
2018 Q3	$451K	Hold	200	–	–	0.14%	71
2018 Q2	$501K	Hold	200	–	–	0.14%	73
2018 Q1	$504K	Sell	200 -67	-25%	-$155K	0.14%	68
2017 Q4	$516K	Sell	267 -300	-53%	-$563K	0.14%	75
2017 Q3	$952K	Hold	567	–	–	0.24%	63
2017 Q2	$798K	Hold	567	–	–	0.21%	68
2017 Q1	$674K	Hold	567	–	–	0.17%	76
2016 Q4	$513K	Buy	+567	New	+$578K	0.13%	83

Other funds holding TWOU

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Needham Investment Management's TWOU Position: Q4 2019 in Review

Needham Investment Management sold out of 2U Inc (TWOU) in Q4 2019, closing a stake of 917 shares — an estimated $448K sold.

Needham Investment Management first reported a position in TWOU in Q4 2016 and held it in 11 quarters. The position peaked at $952K in Q3 2017. 190 funds tracked by Wall St. Rank hold TWOU as of Q4 2019.

Needham Investment Management reported no remaining 2U Inc position as of Q4 2019 after selling out during the quarter.
Needham Investment Management sold 917 2U Inc shares in Q4 2019, an estimated $448K.
Needham Investment Management first reported a position in 2U Inc in Q4 2016 and held it in 11 quarters.
Needham Investment Management's 2U Inc position peaked at $952K in Q3 2017.
190 funds tracked by Wall St. Rank held 2U Inc as of Q4 2019.

Based on Needham Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.