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Advisors Asset Management’s New Oriental EDU Stock Holding History

Advisors Asset 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
2023
Q1 		– Sell
-145
Closed -$5.05K – 1464
2022
Q4 		$5.05K Sell
145
-407
-74% -$11.5K ﹤0.01% 1458
2022
Q3 		$13K Sell
552
-414
-43% -$10.3K ﹤0.01% 1441
2022
Q2 		$20K Sell
966
-647
-40% -$8.86K ﹤0.01% 1452
2022
Q1 		$18.5K Sell
1,613
-327
-17% -$4.76K ﹤0.01% 1474
2021
Q4 		$40.7K Sell
1,940
-253
-12% -$5.46K ﹤0.01% 1447
2021
Q3 		$45K Buy
2,193
+128
+6% +$4.06K ﹤0.01% 1391
2021
Q2 		$169K Buy
2,065
+324
+19% +$39.3K ﹤0.01% 1226
2021
Q1 		$244K Buy
1,741
+204
+13% +$35.6K ﹤0.01% 1173
2020
Q4 		$286K Buy
1,537
+12
+0.8% +$2.02K ﹤0.01% 1126
2020
Q3 		$228K Sell
1,525
-870
-36% -$126K ﹤0.01% 1137
2020
Q2 		$312K Sell
2,395
-447
-16% -$54.5K 0.01% 1051
2020
Q1 		$308K Sell
2,842
-488
-15% -$62.7K 0.01% 989
2019
Q4 		$404K Sell
3,330
-84
-2% -$10K 0.01% 1049
2019
Q3 		$378K Buy
3,414
+44
+1% +$4.61K 0.01% 1046
2019
Q2 		$325K Buy
3,370
+445
+15% +$39.8K 0.01% 1091
2019
Q1 		$264K Buy
2,925
+302
+12% +$22.7K ﹤0.01% 1152
2018
Q4 		$144K Buy
2,623
+650
+33% +$37.6K ﹤0.01% 1274
2018
Q3 		$146K Buy
1,973
+677
+52% +$56.1K ﹤0.01% 1277
2018
Q2 		$123K Buy
1,296
+711
+122% +$68K ﹤0.01% 1319
2018
Q1 		$53K Buy
+585
New +$54.4K ﹤0.01% 1396

Other funds holding EDU

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FFM
FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Advisors Asset Management's EDU Position: Q1 2023 in Review

Advisors Asset Management sold out of New Oriental (EDU) in Q1 2023, closing a stake of 145 shares — an estimated $5.05K sold.

Advisors Asset Management first reported a position in EDU in Q1 2018 and held it in 20 quarters. The position peaked at $404K in Q4 2019. 177 funds tracked by Wall St. Rank hold EDU as of Q1 2023.

  • Advisors Asset Management reported no remaining New Oriental position as of Q1 2023 after selling out during the quarter.
  • Advisors Asset Management sold 145 New Oriental shares in Q1 2023, an estimated $5.05K.
  • Advisors Asset Management first reported a position in New Oriental in Q1 2018 and held it in 20 quarters.
  • Advisors Asset Management's New Oriental position peaked at $404K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held New Oriental as of Q1 2023.

Based on Advisors Asset Management's 13F filing for Q1 2023, filed 12 May 2023.