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Alpha Wave Global’s New Oriental EDU Stock Holding History

Alpha Wave Global’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
Q4 		– Sell
-198,200
Closed -$17.5M – 22
2017
Q3 		$17.5M Sell
198,200
-68,800
-26% -$5.61M 4.36% 13
2017
Q2 		$18.8M Sell
267,000
-245,000
-48% -$16.8M 3.3% 15
2017
Q1 		$30.9M Sell
512,000
-216,000
-30% -$11M 3.08% 13
2016
Q4 		$30.6M Buy
+728,000
New +$34.3M 3.24% 13
2014
Q2 		– Sell
-1,729,404
Closed -$50.8M – 31
2014
Q1 		$50.8M Buy
+1,729,404
New +$52M 3.28% 18

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Alpha Wave Global's EDU Position: Q4 2017 in Review

Alpha Wave Global sold out of New Oriental (EDU) in Q4 2017, closing a stake of 198,200 shares — an estimated $17.5M sold.

Alpha Wave Global first reported a position in EDU in Q1 2014 and held it in 5 quarters. The position peaked at $50.8M in Q1 2014. 295 funds tracked by Wall St. Rank hold EDU as of Q4 2017.

  • Alpha Wave Global reported no remaining New Oriental position as of Q4 2017 after selling out during the quarter.
  • Alpha Wave Global sold 198,200 New Oriental shares in Q4 2017, an estimated $17.5M.
  • Alpha Wave Global first reported a position in New Oriental in Q1 2014 and held it in 5 quarters.
  • Alpha Wave Global's New Oriental position peaked at $50.8M in Q1 2014.
  • 295 funds tracked by Wall St. Rank held New Oriental as of Q4 2017.

Based on Alpha Wave Global's 13F filing for Q4 2017, filed 14 Feb 2018.