SHCM
TWOU

Sachem Head Capital Management’s 2U Inc TWOU Stock Holding History

Sachem Head 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
2020
Q3 		– Sell
-46,359
Closed -$52.8M – 24
2020
Q2 		$52.8M Sell
46,359
-48,065
-51% -$42.9M 3.76% 14
2020
Q1 		$60.1M Hold
94,424
– – 5.84% 6
2019
Q4 		$68M Buy
94,424
+51,924
+122% +$32.3M 5.33% 9
2019
Q3 		$20.8M Buy
+42,500
New +$30.5M 1.63% 11

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Sachem Head Capital Management's TWOU Position: Q3 2020 in Review

Sachem Head Capital Management sold out of 2U Inc (TWOU) in Q3 2020, closing a stake of 46,359 shares — an estimated $52.8M sold.

Sachem Head Capital Management first reported a position in TWOU in Q3 2019 and held it in 4 quarters. The position peaked at $68M in Q4 2019. 254 funds tracked by Wall St. Rank hold TWOU as of Q3 2020.

  • Sachem Head Capital Management reported no remaining 2U Inc position as of Q3 2020 after selling out during the quarter.
  • Sachem Head Capital Management sold 46,359 2U Inc shares in Q3 2020, an estimated $52.8M.
  • Sachem Head Capital Management first reported a position in 2U Inc in Q3 2019 and held it in 4 quarters.
  • Sachem Head Capital Management's 2U Inc position peaked at $68M in Q4 2019.
  • 254 funds tracked by Wall St. Rank held 2U Inc as of Q3 2020.

Based on Sachem Head Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.