American Portfolios Advisors’s New Oriental EDU Stock Holding History

American Portfolios 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
2022 Q3	$767	Hold	32	–	–	﹤0.01%	3321
2022 Q2	$652	Hold	32	–	–	﹤0.01%	3358
2022 Q1	$368	Hold	32	–	–	﹤0.01%	3499
2021 Q4	$672	Buy	32 +20	+167%	+$432	﹤0.01%	3377
2021 Q3	$246	Sell	12 -1,145	-99%	-$36.4K	﹤0.01%	3422
2021 Q2	$94.7K	Buy	1,157 +451	+64%	+$54.7K	﹤0.01%	1445
2021 Q1	$98.9K	Sell	706 -3,972	-85%	-$694K	﹤0.01%	1318
2020 Q4	$869K	Buy	4,678 +533	+13%	+$89.7K	0.04%	385
2020 Q3	$620K	Buy	4,145 +4,054	+4,455%	+$586K	0.04%	423
2020 Q2	$11.9K	Hold	91	–	–	﹤0.01%	1859
2020 Q1	$9.85K	Hold	91	–	–	﹤0.01%	1818
2019 Q4	$11K	Buy	91 +79	+658%	+$9.45K	﹤0.01%	1958
2019 Q3	$1.33K	Hold	12	–	–	﹤0.01%	2599
2019 Q2	$1.16K	Buy	+12	New	+$1.07K	﹤0.01%	2563

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

American Portfolios Advisors's EDU Position: Q3 2022 in Review

American Portfolios Advisors held its New Oriental (EDU) position steady in Q3 2022 at 32 shares worth $767. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

American Portfolios Advisors first reported a position in EDU in Q2 2019 and has held it in 14 quarters since. The position peaked at $869K in Q4 2020. 154 funds tracked by Wall St. Rank hold EDU as of Q3 2022.

American Portfolios Advisors held 32 shares of New Oriental worth $767 as of Q3 2022.
American Portfolios Advisors left its New Oriental share count unchanged in Q3 2022.
New Oriental made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3321 holding.
American Portfolios Advisors first reported a position in New Oriental in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's New Oriental position peaked at $869K in Q4 2020.
154 funds tracked by Wall St. Rank held New Oriental as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.