SHCM
ETWO

Shelter Haven Capital Management’s E2open Parent Holdings ETWO Stock Holding History

Shelter Haven Capital Management’s Portfolio ETWO Stock Details ETWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$54M Sell
4,795,919
-467,391
-9% -$5.5M 15.37% 5
2021
Q3 		$59.5M Buy
5,263,310
+1,030,872
+24% +$11.6M 18.9% 2
2021
Q2 		$48.3M Buy
4,232,438
+1,280,208
+43% +$14.7M 15.83% 1
2021
Q1 		$29.4M Buy
+2,952,230
New +$30.2M 9.27% 5

Other funds holding ETWO

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACP
Atalan Capital Partners New York $1.08B AUM 75.27% 1-Year Est. Return

Shelter Haven Capital Management's ETWO Position: Q4 2021 in Review

Shelter Haven Capital Management reduced its E2open Parent Holdings (ETWO) stake by 8.9% in Q4 2021, selling an estimated $5.5M and leaving 4,795,919 shares worth $54M. The position accounts for 15.37% of the portfolio, ranked #5.

Shelter Haven Capital Management first reported a position in ETWO in Q1 2021 and has held it in 4 quarters since. The position peaked at $59.5M in Q3 2021. 142 funds tracked by Wall St. Rank hold ETWO as of Q4 2021.

  • Shelter Haven Capital Management held 4,795,919 shares of E2open Parent Holdings worth $54M as of Q4 2021.
  • Shelter Haven Capital Management sold 467,391 E2open Parent Holdings shares in Q4 2021, an estimated $5.5M.
  • E2open Parent Holdings made up 15.37% of Shelter Haven Capital Management's portfolio in Q4 2021, its #5 holding.
  • Shelter Haven Capital Management first reported a position in E2open Parent Holdings in Q1 2021 and has held it in 4 quarters since.
  • Shelter Haven Capital Management's E2open Parent Holdings position peaked at $59.5M in Q3 2021.
  • 142 funds tracked by Wall St. Rank held E2open Parent Holdings as of Q4 2021.

Based on Shelter Haven Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.