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Alera Investment Advisors’s New Oriental EDU Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-128
Closed -$12K – 342
2019
Q1 		$12K Buy
128
+18
+16% +$1.35K 0.01% 416
2018
Q4 		$6K Buy
+110
New +$6.37K ﹤0.01% 553

Other funds holding EDU

DSA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

Alera Investment Advisors's EDU Position: Q2 2019 in Review

Alera Investment Advisors sold out of New Oriental (EDU) in Q2 2019, closing a stake of 128 shares — an estimated $12K sold.

Alera Investment Advisors first reported a position in EDU in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 336 funds tracked by Wall St. Rank hold EDU as of Q2 2019.

  • Alera Investment Advisors reported no remaining New Oriental position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 128 New Oriental shares in Q2 2019, an estimated $12K.
  • Alera Investment Advisors first reported a position in New Oriental in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's New Oriental position peaked at $12K in Q1 2019.
  • 336 funds tracked by Wall St. Rank held New Oriental as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.