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1 North Wealth Services’s New Oriental EDU Stock Holding History

1 North Wealth Services’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$6K Hold
47
– – ﹤0.01% 235
2019
Q3 		$5K Buy
+47
New +$4.92K ﹤0.01% 211
2019
Q1 		$4K Buy
+47
New +$3.54K ﹤0.01% 210

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

1 North Wealth Services's EDU Position: Q4 2019 in Review

1 North Wealth Services held its New Oriental (EDU) position steady in Q4 2019 at 47 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

1 North Wealth Services first reported a position in EDU in Q1 2019 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold EDU as of Q4 2019.

  • 1 North Wealth Services held 47 shares of New Oriental worth $6K as of Q4 2019.
  • 1 North Wealth Services left its New Oriental share count unchanged in Q4 2019.
  • New Oriental made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #235 holding.
  • 1 North Wealth Services first reported a position in New Oriental in Q1 2019 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held New Oriental as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.