Bain Capital Public Equity Management’s New Oriental EDU Stock Holding History

Bain Capital Public Equity 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
2014 Q3	–	Sell	-2,647,642	Closed	-$70.3M	–	56
2014 Q2	$70.3M	Sell	2,647,642 -1,338,360	-34%	-$34.5M	1.7%	26
2014 Q1	$117M	Sell	3,986,002 -2,037,806	-34%	-$61.3M	3.12%	9
2013 Q4	$190M	Buy	6,023,808 +384,574	+7%	+$10.7M	5.36%	4
2013 Q3	$140M	Sell	5,639,234 -1,214,189	-18%	-$27.7M	3.52%	11
2013 Q2	$152M	Buy	+6,853,423	New	+$135M	3.55%	11

Other funds holding EDU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TAA

Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

Bain Capital Public Equity Management's EDU Position: Q3 2014 in Review

Bain Capital Public Equity Management sold out of New Oriental (EDU) in Q3 2014, closing a stake of 2,647,642 shares — an estimated $70.3M sold.

Bain Capital Public Equity Management first reported a position in EDU in Q2 2013 and held it in 5 quarters. The position peaked at $190M in Q4 2013. 128 funds tracked by Wall St. Rank hold EDU as of Q3 2014.

Bain Capital Public Equity Management reported no remaining New Oriental position as of Q3 2014 after selling out during the quarter.
Bain Capital Public Equity Management sold 2,647,642 New Oriental shares in Q3 2014, an estimated $70.3M.
Bain Capital Public Equity Management first reported a position in New Oriental in Q2 2013 and held it in 5 quarters.
Bain Capital Public Equity Management's New Oriental position peaked at $190M in Q4 2013.
128 funds tracked by Wall St. Rank held New Oriental as of Q3 2014.

Based on Bain Capital Public Equity Management's 13F filing for Q3 2014, filed 14 Nov 2014.