APW
EDU icon

Acima Private Wealth’s New Oriental EDU Stock Holding History

Acima Private Wealth’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
Q1 		– Sell
-54
Closed -$3K – 275
2018
Q4 		$3K Buy
+54
New +$3.13K ﹤0.01% 239

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
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Acima Private Wealth's EDU Position: Q1 2019 in Review

Acima Private Wealth sold out of New Oriental (EDU) in Q1 2019, closing a stake of 54 shares — an estimated $3K sold.

Acima Private Wealth first reported a position in EDU in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 309 funds tracked by Wall St. Rank hold EDU as of Q1 2019.

  • Acima Private Wealth reported no remaining New Oriental position as of Q1 2019 after selling out during the quarter.
  • Acima Private Wealth sold 54 New Oriental shares in Q1 2019, an estimated $3K.
  • Acima Private Wealth first reported a position in New Oriental in Q4 2018 and held it in 1 quarter.
  • Acima Private Wealth's New Oriental position peaked at $3K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held New Oriental as of Q1 2019.

Based on Acima Private Wealth's 13F filing for Q1 2019, filed 6 May 2019.