PFM Health Sciences’s Twilio TWLO Stock Holding History

PFM Health Sciences’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
2019 Q4	–	Sell	-534,889	Closed	-$58.8M	–	78
2019 Q3	$58.8M	Buy	534,889 +218,747	+69%	+$28.4M	1.74%	20
2019 Q2	$43.1M	Buy	316,142 +190,387	+151%	+$25.4M	0.82%	42
2019 Q1	$16.2M	Sell	125,755 -27,086	-18%	-$3.05M	0.36%	71
2018 Q4	$13.6M	Buy	+152,841	New	+$12.4M	0.36%	65

Other funds holding TWLO

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PFM Health Sciences's TWLO Position: Q4 2019 in Review

PFM Health Sciences sold out of Twilio (TWLO) in Q4 2019, closing a stake of 534,889 shares — an estimated $58.8M sold.

PFM Health Sciences first reported a position in TWLO in Q4 2018 and held it in 4 quarters. The position peaked at $58.8M in Q3 2019. 543 funds tracked by Wall St. Rank hold TWLO as of Q4 2019.

PFM Health Sciences reported no remaining Twilio position as of Q4 2019 after selling out during the quarter.
PFM Health Sciences sold 534,889 Twilio shares in Q4 2019, an estimated $58.8M.
PFM Health Sciences first reported a position in Twilio in Q4 2018 and held it in 4 quarters.
PFM Health Sciences's Twilio position peaked at $58.8M in Q3 2019.
543 funds tracked by Wall St. Rank held Twilio as of Q4 2019.

Based on PFM Health Sciences's 13F filing for Q4 2019, filed 14 Feb 2020.