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Aperio Group’s New Oriental EDU Stock Holding History

Aperio Group’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
2020
Q4 		$21.6M Buy
116,218
+8,528
+8% +$1.44M 0.06% 296
2020
Q3 		$16.1M Buy
107,690
+1,755
+2% +$254K 0.05% 334
2020
Q2 		$13.8M Sell
105,935
-28,889
-21% -$3.52M 0.05% 358
2020
Q1 		$14.6M Buy
134,824
+671
+0.5% +$86.1K 0.06% 297
2019
Q4 		$16.3M Buy
134,153
+45,371
+51% +$5.42M 0.06% 357
2019
Q3 		$9.83M Buy
88,782
+5,606
+7% +$587K 0.04% 479
2019
Q2 		$8.03M Buy
83,176
+12,101
+17% +$1.08M 0.03% 550
2019
Q1 		$6.4M Buy
71,075
+8,016
+13% +$604K 0.03% 607
2018
Q4 		$3.46M Sell
63,059
-17,715
-22% -$1.03M 0.02% 777
2018
Q3 		$5.98M Sell
80,774
-14,654
-15% -$1.22M 0.03% 618
2018
Q2 		$9.03M Sell
95,428
-4,744
-5% -$454K 0.04% 467
2018
Q1 		$8.78M Sell
100,172
-2,295
-2% -$214K 0.04% 467
2017
Q4 		$9.63M Buy
102,467
+1,706
+2% +$151K 0.05% 426
2017
Q3 		$8.89M Buy
100,761
+5,546
+6% +$452K 0.05% 420
2017
Q2 		$6.71M Buy
95,215
+6,017
+7% +$413K 0.04% 492
2017
Q1 		$5.39M Buy
89,198
+38,019
+74% +$1.93M 0.04% 518
2016
Q4 		$2.15M Sell
51,179
-17,384
-25% -$819K 0.02% 794
2016
Q3 		$3.18M Buy
68,563
+4,042
+6% +$175K 0.02% 681
2016
Q2 		$2.7M Buy
64,521
+2,849
+5% +$112K 0.02% 702
2016
Q1 		$2.13M Buy
61,672
+26,854
+77% +$839K 0.02% 758
2015
Q4 		$1.09M Buy
34,818
+422
+1% +$11.9K 0.01% 982
2015
Q3 		$695K Sell
34,396
-7,979
-19% -$171K 0.01% 1132
2015
Q2 		$1.04M Buy
42,375
+26,161
+161% +$648K 0.01% 949
2015
Q1 		$359K Sell
16,214
-13,328
-45% -$268K ﹤0.01% 1455
2014
Q4 		$603K Buy
+29,542
New +$641K 0.01% 1134
2014
Q3 		– Sell
-8,226
Closed -$219K – 1750
2014
Q2 		$219K Buy
+8,226
New +$212K ﹤0.01% 1576

Other funds holding EDU

CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's EDU Position: Q4 2020 in Review

Aperio Group increased its New Oriental (EDU) stake by 7.9% in Q4 2020, buying an estimated $1.44M and bringing the position to 116,218 shares worth $21.6M. The position accounts for 0.06% of the portfolio, ranked #296.

Aperio Group first reported a position in EDU in Q2 2014 and has held it in 26 quarters since. 439 funds tracked by Wall St. Rank hold EDU as of Q4 2020.

  • Aperio Group held 116,218 shares of New Oriental worth $21.6M as of Q4 2020.
  • Aperio Group bought 8,528 New Oriental shares in Q4 2020, an estimated $1.44M.
  • New Oriental made up 0.06% of Aperio Group's portfolio in Q4 2020, its #296 holding.
  • Aperio Group first reported a position in New Oriental in Q2 2014 and has held it in 26 quarters since.
  • 439 funds tracked by Wall St. Rank held New Oriental as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.