Woodson Capital Management’s Twitter, Inc. TWTR Stock Holding History

Woodson Capital Management’s Portfolio TWTR Stock Details TWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-550,000	Closed	-$24.5M	–	37
2020 Q3	$24.5M	Buy	550,000 +300,000	+120%	+$11.5M	1.4%	20
2020 Q2	$7.45M	Sell	250,000 -1,550,000	-86%	-$46.7M	0.57%	28
2020 Q1	$44.2M	Buy	+1,800,000	New	+$58.2M	6.28%	4
2018 Q4	–	Sell	-369,000	Closed	-$10.5M	–	39
2018 Q3	$10.5M	Buy	369,000 +266,583	+260%	+$9.44M	2.79%	15
2018 Q2	$4.47M	Buy	102,417 +10,617	+12%	+$373K	1.48%	28
2018 Q1	$2.66M	Buy	+91,800	New	+$2.69M	1.07%	27
2017 Q3	–	Sell	-221,000	Closed	-$3.95M	–	41
2017 Q2	$3.95M	Buy	+221,000	New	+$3.77M	2.26%	19

Other funds holding TWTR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Woodson Capital Management's TWTR Position: Q4 2020 in Review

Woodson Capital Management sold out of Twitter, Inc. (TWTR) in Q4 2020, closing a stake of 550,000 shares — an estimated $24.5M sold.

Woodson Capital Management first reported a position in TWTR in Q2 2017 and held it in 7 quarters. The position peaked at $44.2M in Q1 2020. 918 funds tracked by Wall St. Rank hold TWTR as of Q4 2020.

Woodson Capital Management reported no remaining Twitter, Inc. position as of Q4 2020 after selling out during the quarter.
Woodson Capital Management sold 550,000 Twitter, Inc. shares in Q4 2020, an estimated $24.5M.
Woodson Capital Management first reported a position in Twitter, Inc. in Q2 2017 and held it in 7 quarters.
Woodson Capital Management's Twitter, Inc. position peaked at $44.2M in Q1 2020.
918 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2020.

Based on Woodson Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.