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Acrospire Investment Management’s New Oriental EDU Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-335
Closed -$24K – 442
2017
Q2 		$24K Sell
335
-100
-23% -$6.87K 0.02% 1414
2017
Q1 		$26K Sell
435
-1,500
-78% -$76.1K 0.02% 1452
2016
Q4 		$81K Buy
1,935
+1,200
+163% +$56.5K 0.03% 1073
2016
Q3 		$34K Buy
735
+200
+37% +$8.68K 0.02% 1279
2016
Q2 		$22K Buy
535
+400
+296% +$15.8K 0.02% 1490
2016
Q1 		$5K Buy
+135
New +$4.22K ﹤0.01% 1866

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Acrospire Investment Management's EDU Position: Q3 2017 in Review

Acrospire Investment Management sold out of New Oriental (EDU) in Q3 2017, closing a stake of 335 shares — an estimated $24K sold.

Acrospire Investment Management first reported a position in EDU in Q1 2016 and held it in 6 quarters. The position peaked at $81K in Q4 2016. 293 funds tracked by Wall St. Rank hold EDU as of Q3 2017.

  • Acrospire Investment Management reported no remaining New Oriental position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 335 New Oriental shares in Q3 2017, an estimated $24K.
  • Acrospire Investment Management first reported a position in New Oriental in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's New Oriental position peaked at $81K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held New Oriental as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.