180 Wealth Advisors’s New Oriental EDU Stock Holding History

180 Wealth Advisors’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
2021 Q2	–	Sell	-1,131	Closed	-$126K	–	372
2021 Q1	$126K	Buy	+1,131	New	+$198K	0.03%	341
2019 Q4	–	Sell	-2,146	Closed	-$242K	–	268
2019 Q3	$242K	Sell	2,146 -786	-27%	-$82.3K	0.11%	216
2019 Q2	$304K	Sell	2,932 -4	-0.1%	-$358	0.14%	179
2019 Q1	$260K	Sell	2,936 -634	-18%	-$47.7K	0.12%	212
2018 Q4	$264K	Hold	3,570	–	–	0.12%	196
2018 Q3	$264K	Buy	3,570 +851	+31%	+$70.6K	0.12%	197
2018 Q2	$257K	Buy	+2,719	New	+$260K	0.13%	197

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

180 Wealth Advisors's EDU Position: Q2 2021 in Review

180 Wealth Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 1,131 shares — an estimated $126K sold.

180 Wealth Advisors first reported a position in EDU in Q2 2018 and held it in 7 quarters. The position peaked at $304K in Q2 2019. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

180 Wealth Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
180 Wealth Advisors sold 1,131 New Oriental shares in Q2 2021, an estimated $126K.
180 Wealth Advisors first reported a position in New Oriental in Q2 2018 and held it in 7 quarters.
180 Wealth Advisors's New Oriental position peaked at $304K in Q2 2019.
396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on 180 Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.