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Anchor Investment Management’s New Oriental EDU Stock Holding History

Anchor Investment Management’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
-2,315
Closed -$324K – 955
2021
Q1 		$324K Buy
2,315
+2,170
+1,497% +$379K 0.05% 275
2020
Q4 		$26.9K Buy
145
+75
+107% +$12.6K ﹤0.01% 558
2020
Q3 		$10.5K Buy
70
+20
+40% +$2.89K ﹤0.01% 646
2020
Q2 		$6.51K Hold
50
– – ﹤0.01% 674
2020
Q1 		$5.41K Hold
50
– – ﹤0.01% 685
2019
Q4 		$6.06K Hold
50
– – ﹤0.01% 685
2019
Q3 		$5.54K Hold
50
– – ﹤0.01% 685
2019
Q2 		$4.83K Buy
+50
New +$4.48K ﹤0.01% 696

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $25.5B AUM 26.46% 1-Year Est. Return

Anchor Investment Management's EDU Position: Q2 2021 in Review

Anchor Investment Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 2,315 shares — an estimated $324K sold.

Anchor Investment Management first reported a position in EDU in Q2 2019 and held it in 8 quarters. The position peaked at $324K in Q1 2021. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Anchor Investment Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Anchor Investment Management sold 2,315 New Oriental shares in Q2 2021, an estimated $324K.
  • Anchor Investment Management first reported a position in New Oriental in Q2 2019 and held it in 8 quarters.
  • Anchor Investment Management's New Oriental position peaked at $324K in Q1 2021.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.