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UBS O'Connor’s Nerdy NRDY Stock Holding History

UBS O'Connor’s Portfolio NRDY Stock Details NRDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-365,000
Closed -$807K – 882
2020
Q4 		$807K Buy
+365,000
New +$3.96M 0.02% 443

Other funds holding NRDY

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

UBS O'Connor's NRDY Position: Q4 2023 in Review

UBS O'Connor sold out of Nerdy (NRDY) in Q4 2023, closing a stake of 50,000 shares — an estimated $185K sold.

UBS O'Connor first reported a position in NRDY in Q4 2020 and held it in 2 quarters. The position peaked at $20.3M in Q4 2020. 114 funds tracked by Wall St. Rank hold NRDY as of Q4 2023.

  • UBS O'Connor reported no remaining Nerdy position as of Q4 2023 after selling out during the quarter.
  • UBS O'Connor sold 50,000 Nerdy shares in Q4 2023, an estimated $185K.
  • UBS O'Connor first reported a position in Nerdy in Q4 2020 and held it in 2 quarters.
  • UBS O'Connor's Nerdy position peaked at $20.3M in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Nerdy as of Q4 2023.

Based on UBS O'Connor's 13F filing for Q4 2023, filed 14 Feb 2024.