OCM
TWOU

Osterweis Capital Management’s 2U Inc TWOU Stock Holding History

Osterweis Capital 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
2018
Q3 		– Sell
-959
Closed -$2.4M – 123
2018
Q2 		$2.4M Sell
959
-281
-23% -$746K 0.16% 83
2018
Q1 		$3.13M Hold
1,240
– – 0.22% 73
2017
Q4 		$2.4M Buy
+1,240
New +$2.33M 0.17% 77
2017
Q2 		– Sell
-3,177
Closed -$3.78M – 107
2017
Q1 		$3.78M Buy
3,177
+1,444
+83% +$1.54M 0.3% 51
2016
Q4 		$1.57M Buy
+1,733
New +$1.77M 0.11% 69

Other funds holding TWOU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Osterweis Capital Management's TWOU Position: Q3 2018 in Review

Osterweis Capital Management sold out of 2U Inc (TWOU) in Q3 2018, closing a stake of 959 shares — an estimated $2.4M sold.

Osterweis Capital Management first reported a position in TWOU in Q4 2016 and held it in 5 quarters. The position peaked at $3.78M in Q1 2017. 210 funds tracked by Wall St. Rank hold TWOU as of Q3 2018.

  • Osterweis Capital Management reported no remaining 2U Inc position as of Q3 2018 after selling out during the quarter.
  • Osterweis Capital Management sold 959 2U Inc shares in Q3 2018, an estimated $2.4M.
  • Osterweis Capital Management first reported a position in 2U Inc in Q4 2016 and held it in 5 quarters.
  • Osterweis Capital Management's 2U Inc position peaked at $3.78M in Q1 2017.
  • 210 funds tracked by Wall St. Rank held 2U Inc as of Q3 2018.

Based on Osterweis Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.