Willner & Heller’s TaskUs TASK Stock Holding History

Willner & Heller’s Portfolio TASK Stock Details TASK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,359	Closed	-$343K	–	134
2022 Q1	$343K	Buy	6,359 +40	+0.6%	+$1.41K	0.42%	86
2021 Q4	$419K	Buy	+6,319	New	+$345K	0.56%	60

Other funds holding TASK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

3CP

3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Willner & Heller's TASK Position: Q2 2022 in Review

Willner & Heller sold out of TaskUs (TASK) in Q2 2022, closing a stake of 6,359 shares — an estimated $343K sold.

Willner & Heller first reported a position in TASK in Q4 2021 and held it in 2 quarters. The position peaked at $419K in Q4 2021. 104 funds tracked by Wall St. Rank hold TASK as of Q2 2022.

Willner & Heller reported no remaining TaskUs position as of Q2 2022 after selling out during the quarter.
Willner & Heller sold 6,359 TaskUs shares in Q2 2022, an estimated $343K.
Willner & Heller first reported a position in TaskUs in Q4 2021 and held it in 2 quarters.
Willner & Heller's TaskUs position peaked at $419K in Q4 2021.
104 funds tracked by Wall St. Rank held TaskUs as of Q2 2022.

Based on Willner & Heller's 13F filing for Q2 2022, filed 22 Jul 2022.