Advisor Group’s New Oriental EDU Stock Holding History

Advisor Group’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	$1.27M	Buy	10,484 +415	+4%	+$49.6K	0.01%	1057
2019 Q3	$1.11M	Buy	10,069 +4,115	+69%	+$431K	0.01%	1077
2019 Q2	$575K	Buy	5,954 +2,071	+53%	+$185K	﹤0.01%	1523
2019 Q1	$349K	Buy	3,883 +780	+25%	+$58.7K	﹤0.01%	1848
2018 Q4	$170K	Buy	3,103 +795	+34%	+$46K	﹤0.01%	2212
2018 Q3	$171K	Sell	2,308 -4,068	-64%	-$337K	﹤0.01%	2304
2018 Q2	$603K	Buy	6,376 +1,884	+42%	+$180K	0.01%	1184
2018 Q1	$394K	Sell	4,492 -18	-0.4%	-$1.68K	0.01%	1482
2017 Q4	$424K	Buy	4,510 +2,215	+97%	+$197K	0.01%	1436
2017 Q3	$203K	Buy	2,295 +552	+32%	+$45K	﹤0.01%	1845
2017 Q2	$123K	Buy	1,743 +1,126	+182%	+$77.3K	﹤0.01%	2134
2017 Q1	$37K	Buy	617 +258	+72%	+$13.1K	﹤0.01%	2949
2016 Q4	$15K	Sell	359 -2	-0.6%	-$94	﹤0.01%	3389
2016 Q3	$17K	Sell	361 -366	-50%	-$15.9K	﹤0.01%	3247
2016 Q2	$29K	Buy	+727	New	+$28.7K	﹤0.01%	2807

Other funds holding EDU

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Schroder Investment Management Group

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

Fidelity Investments

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return