Baystate Wealth Management’s New Oriental EDU Stock Holding History

Baystate 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
2021 Q1	–	Sell	-42	Closed	-$8K	–	747
2020 Q4	$8K	Buy	+42	New	+$7.07K	﹤0.01%	445

Other funds holding EDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Baystate Wealth Management's EDU Position: Q1 2021 in Review

Baystate Wealth Management sold out of New Oriental (EDU) in Q1 2021, closing a stake of 42 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in EDU in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

Baystate Wealth Management reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
Baystate Wealth Management sold 42 New Oriental shares in Q1 2021, an estimated $8K.
Baystate Wealth Management first reported a position in New Oriental in Q4 2020 and held it in 1 quarter.
Baystate Wealth Management's New Oriental position peaked at $8K in Q4 2020.
438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.