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Azimuth Capital Management’s New Oriental EDU Stock Holding History

Azimuth Capital 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
Q3 		– Sell
-34,042
Closed -$2.79M – 325
2021
Q2 		$2.79M Sell
34,042
-9,681
-22% -$1.17M 0.12% 183
2021
Q1 		$6.12M Sell
43,723
-19,597
-31% -$3.42M 0.29% 126
2020
Q4 		$11.8M Buy
63,320
+1,525
+2% +$257K 0.58% 62
2020
Q3 		$9.24M Buy
61,795
+920
+2% +$133K 0.54% 71
2020
Q2 		$7.93M Sell
60,875
-8,790
-13% -$1.07M 0.5% 75
2020
Q1 		$7.54M Buy
69,665
+20,750
+42% +$2.66M 0.57% 69
2019
Q4 		$5.93M Buy
48,915
+2,180
+5% +$261K 0.36% 98
2019
Q3 		$5.18M Sell
46,735
-13,255
-22% -$1.39M 0.34% 106
2019
Q2 		$5.79M Sell
59,990
-415
-0.7% -$37.2K 0.38% 93
2019
Q1 		$5.44M Buy
60,405
+20,225
+50% +$1.52M 0.37% 96
2018
Q4 		$2.2M Sell
40,180
-17,103
-30% -$990K 0.17% 152
2018
Q3 		$4.24M Buy
57,283
+1,898
+3% +$157K 0.28% 121
2018
Q2 		$5.24M Buy
55,385
+3,040
+6% +$291K 0.38% 94
2018
Q1 		$4.59M Buy
52,345
+3,770
+8% +$351K 0.34% 114
2017
Q4 		$4.57M Buy
48,575
+1,665
+4% +$148K 0.33% 113
2017
Q3 		$4.14M Sell
46,910
-10,050
-18% -$819K 0.31% 116
2017
Q2 		$4.01M Sell
56,960
-12,725
-18% -$874K 0.32% 110
2017
Q1 		$4.21M Buy
69,685
+5,135
+8% +$260K 0.34% 95
2016
Q4 		$2.72M Sell
64,550
-17,670
-21% -$832K 0.23% 144
2016
Q3 		$3.81M Buy
82,220
+4,530
+6% +$197K 0.33% 98
2016
Q2 		$3.25M Buy
+77,690
New +$3.07M 0.29% 112

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Azimuth Capital Management's EDU Position: Q3 2021 in Review

Azimuth Capital Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 34,042 shares — an estimated $2.79M sold.

Azimuth Capital Management first reported a position in EDU in Q2 2016 and held it in 21 quarters. The position peaked at $11.8M in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Azimuth Capital Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Azimuth Capital Management sold 34,042 New Oriental shares in Q3 2021, an estimated $2.79M.
  • Azimuth Capital Management first reported a position in New Oriental in Q2 2016 and held it in 21 quarters.
  • Azimuth Capital Management's New Oriental position peaked at $11.8M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Azimuth Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.