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Analytic Investors’s New Oriental EDU Stock Holding History

Analytic Investors’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
2016
Q3 		$856K Buy
18,449
+11,899
+182% +$516K 0.01% 388
2016
Q2 		$274K Hold
6,550
– – ﹤0.01% 543
2016
Q1 		$227K Buy
+6,550
New +$205K ﹤0.01% 564

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Analytic Investors's EDU Position: Q3 2016 in Review

Analytic Investors increased its New Oriental (EDU) stake by 182% in Q3 2016, buying an estimated $516K and bringing the position to 18,449 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #388.

Analytic Investors first reported a position in EDU in Q1 2016 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold EDU as of Q3 2016.

  • Analytic Investors held 18,449 shares of New Oriental worth $856K as of Q3 2016.
  • Analytic Investors bought 11,899 New Oriental shares in Q3 2016, an estimated $516K.
  • New Oriental made up 0.01% of Analytic Investors's portfolio in Q3 2016, its #388 holding.
  • Analytic Investors first reported a position in New Oriental in Q1 2016 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held New Oriental as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.