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Axiom Financial Strategies’s New Oriental EDU Stock Holding History

Axiom Financial Strategies’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
Q3 		– Sell
-1,166
Closed -$95K – 78
2021
Q2 		$95K Hold
1,166
– – 0.04% 76
2021
Q1 		$163K Buy
+1,166
New +$204K 0.08% 75

Other funds holding EDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axiom Financial Strategies's EDU Position: Q3 2021 in Review

Axiom Financial Strategies sold out of New Oriental (EDU) in Q3 2021, closing a stake of 1,166 shares — an estimated $95K sold.

Axiom Financial Strategies first reported a position in EDU in Q1 2021 and held it in 2 quarters. The position peaked at $163K in Q1 2021. 270 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Axiom Financial Strategies reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Axiom Financial Strategies sold 1,166 New Oriental shares in Q3 2021, an estimated $95K.
  • Axiom Financial Strategies first reported a position in New Oriental in Q1 2021 and held it in 2 quarters.
  • Axiom Financial Strategies's New Oriental position peaked at $163K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Axiom Financial Strategies's 13F filing for Q3 2021, filed 3 Nov 2021.