ThornTree Capital Partners’s Arco Platform Limited Class A Common Shares ARCE Stock Holding History

ThornTree Capital Partners’s Portfolio ARCE Stock Details ARCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-222,815	Closed	-$4.66M	–	28
2021 Q4	$4.66M	Buy	+222,815	New	+$4.33M	0.9%	23
2020 Q4	–	Sell	-219,901	Closed	-$8.98M	–	31
2020 Q3	$8.98M	Sell	219,901 -31,900	-13%	-$1.4M	1.27%	25
2020 Q2	$10.9M	Buy	251,801 +125,900	+100%	+$5.97M	1.73%	23
2020 Q1	$5.32M	Sell	125,901 -187,800	-60%	-$9.3M	1.48%	19
2019 Q4	$13.9M	Buy	313,701 +14,700	+5%	+$654K	3.81%	13
2019 Q3	$15.2M	Buy	299,001 +113,758	+61%	+$5.28M	4.64%	11
2019 Q2	$8.11M	Buy	+185,243	New	+$6.87M	2.56%	15

Other funds holding ARCE

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wishbone Management Chicago, Illinois $136M AUM 37.65% 1-Year Est. Return

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

APA

Arisaig Partners (Asia) Singapore $2.17M AUM 37.47% 1-Year Est. Return

DIG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

ThornTree Capital Partners's ARCE Position: Q1 2022 in Review

ThornTree Capital Partners sold out of Arco Platform Limited Class A Common Shares (ARCE) in Q1 2022, closing a stake of 222,815 shares — an estimated $4.66M sold.

ThornTree Capital Partners first reported a position in ARCE in Q2 2019 and held it in 7 quarters. The position peaked at $15.2M in Q3 2019. 61 funds tracked by Wall St. Rank hold ARCE as of Q1 2022.

ThornTree Capital Partners reported no remaining Arco Platform Limited Class A Common Shares position as of Q1 2022 after selling out during the quarter.
ThornTree Capital Partners sold 222,815 Arco Platform Limited Class A Common Shares shares in Q1 2022, an estimated $4.66M.
ThornTree Capital Partners first reported a position in Arco Platform Limited Class A Common Shares in Q2 2019 and held it in 7 quarters.
ThornTree Capital Partners's Arco Platform Limited Class A Common Shares position peaked at $15.2M in Q3 2019.
61 funds tracked by Wall St. Rank held Arco Platform Limited Class A Common Shares as of Q1 2022.

Based on ThornTree Capital Partners's 13F filing for Q1 2022, filed 16 May 2022.