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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

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor Group's EDU Position: Q4 2019 in Review

Advisor Group increased its New Oriental (EDU) stake by 4.1% in Q4 2019, buying an estimated $49.6K and bringing the position to 10,484 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1057.

Advisor Group first reported a position in EDU in Q2 2016 and has held it in 15 quarters since. 419 funds tracked by Wall St. Rank hold EDU as of Q4 2019.

  • Advisor Group held 10,484 shares of New Oriental worth $1.27M as of Q4 2019.
  • Advisor Group bought 415 New Oriental shares in Q4 2019, an estimated $49.6K.
  • New Oriental made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1057 holding.
  • Advisor Group first reported a position in New Oriental in Q2 2016 and has held it in 15 quarters since.
  • 419 funds tracked by Wall St. Rank held New Oriental as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.