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Applied Research Investments’s New Oriental EDU Stock Holding History

Applied Research Investments’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
-29,424
Closed -$4.12M – 41
2021
Q1 		$4.12M Sell
29,424
-2,185
-7% -$382K 1.5% 24
2020
Q4 		$5.87M Sell
31,609
-3,102
-9% -$522K 2.5% 9
2020
Q3 		$5.19M Hold
34,711
– – 2.93% 7
2020
Q2 		$4.52M Buy
+34,711
New +$4.23M 3.95% 6

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

Applied Research Investments's EDU Position: Q2 2021 in Review

Applied Research Investments sold out of New Oriental (EDU) in Q2 2021, closing a stake of 29,424 shares — an estimated $4.12M sold.

Applied Research Investments first reported a position in EDU in Q2 2020 and held it in 4 quarters. The position peaked at $5.87M in Q4 2020. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Applied Research Investments reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Applied Research Investments sold 29,424 New Oriental shares in Q2 2021, an estimated $4.12M.
  • Applied Research Investments first reported a position in New Oriental in Q2 2020 and held it in 4 quarters.
  • Applied Research Investments's New Oriental position peaked at $5.87M in Q4 2020.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Applied Research Investments's 13F filing for Q2 2021, filed 2 Aug 2021.