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Ameritas Investment Company’s New Oriental EDU Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-55
Closed -$7.7K – 1083
2021
Q1 		$7.7K Buy
+55
New +$9.61K ﹤0.01% 1600
2020
Q2 		– Sell
-4,767
Closed -$508K – 631
2020
Q1 		$508K Sell
4,767
-462
-9% -$59.3K 0.08% 191
2019
Q4 		$634K Sell
5,229
-626
-11% -$74.8K 0.13% 153
2019
Q3 		$648K Buy
5,855
+3,724
+175% +$390K 0.13% 144
2019
Q2 		$206K Buy
+2,131
New +$191K 0.1% 206

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ameritas Investment Company's EDU Position: Q2 2021 in Review

Ameritas Investment Company sold out of New Oriental (EDU) in Q2 2021, closing a stake of 55 shares — an estimated $7.7K sold.

Ameritas Investment Company first reported a position in EDU in Q2 2019 and held it in 5 quarters. The position peaked at $648K in Q3 2019. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Ameritas Investment Company reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 55 New Oriental shares in Q2 2021, an estimated $7.7K.
  • Ameritas Investment Company first reported a position in New Oriental in Q2 2019 and held it in 5 quarters.
  • Ameritas Investment Company's New Oriental position peaked at $648K in Q3 2019.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.