WRF
TWOU

Waddell & Reed Financial’s 2U Inc TWOU Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$30.9M Sell
26,923
-2,498
-8% -$3.17M 0.06% 313
2020
Q4 		$35.3M Buy
29,421
+5,856
+25% +$6.28M 0.07% 279
2020
Q3 		$23.9M Buy
23,565
+8,002
+51% +$9.51M 0.06% 323
2020
Q2 		$17.7M Buy
+15,563
New +$13.9M 0.05% 339
2017
Q2 		– Sell
-2,140
Closed -$2.55M – 558
2017
Q1 		$2.55M Hold
2,140
– – 0.01% 512
2016
Q4 		$1.94M Hold
2,140
– – ﹤0.01% 546
2016
Q3 		$2.46M Sell
2,140
-2,410
-53% -$2.52M 0.01% 558
2016
Q2 		$4.01M Hold
4,550
– – 0.01% 518
2016
Q1 		$3.08M Buy
4,550
+107
+2% +$67.8K 0.01% 552
2015
Q4 		$3.73M Hold
4,443
– – 0.01% 522
2015
Q3 		$4.79M Buy
+4,443
New +$4.57M 0.01% 501

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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 $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Waddell & Reed Financial's TWOU Position: Q1 2021 in Review

Waddell & Reed Financial reduced its 2U Inc (TWOU) stake by 8.5% in Q1 2021, selling an estimated $3.17M and leaving 26,923 shares worth $30.9M. The position accounts for 0.06% of the portfolio, ranked #313.

Waddell & Reed Financial first reported a position in TWOU in Q3 2015 and has held it in 11 quarters since. The position peaked at $35.3M in Q4 2020. 267 funds tracked by Wall St. Rank hold TWOU as of Q1 2021.

  • Waddell & Reed Financial held 26,923 shares of 2U Inc worth $30.9M as of Q1 2021.
  • Waddell & Reed Financial sold 2,498 2U Inc shares in Q1 2021, an estimated $3.17M.
  • 2U Inc made up 0.06% of Waddell & Reed Financial's portfolio in Q1 2021, its #313 holding.
  • Waddell & Reed Financial first reported a position in 2U Inc in Q3 2015 and has held it in 11 quarters since.
  • Waddell & Reed Financial's 2U Inc position peaked at $35.3M in Q4 2020.
  • 267 funds tracked by Wall St. Rank held 2U Inc as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.