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Avitas Wealth Management’s New Oriental EDU Stock Holding History

Avitas Wealth 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
2018
Q4 		– Sell
-9,681
Closed -$716K – 157
2018
Q3 		$716K Buy
+9,681
New +$803K 0.2% 128

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Vanguard Group
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UBS AM
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GAM
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avitas Wealth Management's EDU Position: Q4 2018 in Review

Avitas Wealth Management sold out of New Oriental (EDU) in Q4 2018, closing a stake of 9,681 shares — an estimated $716K sold.

Avitas Wealth Management first reported a position in EDU in Q3 2018 and held it in 1 quarter. The position peaked at $716K in Q3 2018. 274 funds tracked by Wall St. Rank hold EDU as of Q4 2018.

  • Avitas Wealth Management reported no remaining New Oriental position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 9,681 New Oriental shares in Q4 2018, an estimated $716K.
  • Avitas Wealth Management first reported a position in New Oriental in Q3 2018 and held it in 1 quarter.
  • Avitas Wealth Management's New Oriental position peaked at $716K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held New Oriental as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.