6elm Capital’s New Oriental EDU Stock Holding History

6elm Capital’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
2023 Q2	–	Sell	-39,966	Closed	-$1.54M	–	7
2023 Q1	$1.54M	Sell	39,966 -45,034	-53%	-$1.82M	4.64%	12
2022 Q4	$2.96M	Sell	85,000 -135,000	-61%	-$3.81M	5.26%	8
2022 Q3	$5.27M	Sell	220,000 -10,000	-4%	-$248K	4.74%	11
2022 Q2	$4.68M	Buy	+230,000	New	+$3.15M	8.17%	7
2021 Q1	–	Sell	-47,000	Closed	-$8.73M	–	14
2020 Q4	$8.73M	Buy	+47,000	New	+$7.91M	8.56%	5

Other funds holding EDU

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

6elm Capital's EDU Position: Q2 2023 in Review

6elm Capital sold out of New Oriental (EDU) in Q2 2023, closing a stake of 39,966 shares — an estimated $1.54M sold.

6elm Capital first reported a position in EDU in Q4 2020 and held it in 5 quarters. The position peaked at $8.73M in Q4 2020. 177 funds tracked by Wall St. Rank hold EDU as of Q2 2023.

6elm Capital reported no remaining New Oriental position as of Q2 2023 after selling out during the quarter.
6elm Capital sold 39,966 New Oriental shares in Q2 2023, an estimated $1.54M.
6elm Capital first reported a position in New Oriental in Q4 2020 and held it in 5 quarters.
6elm Capital's New Oriental position peaked at $8.73M in Q4 2020.
177 funds tracked by Wall St. Rank held New Oriental as of Q2 2023.

Based on 6elm Capital's 13F filing for Q2 2023.