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Bellevue Asset Management’s New Oriental EDU Stock Holding History

Bellevue Asset 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
Q2 		– Sell
-42
Closed -$6K – 606
2021
Q1 		$6K Buy
42
+12
+40% +$2.1K ﹤0.01% 395
2020
Q4 		$5K Hold
30
– – ﹤0.01% 416
2020
Q3 		$4K Hold
30
– – ﹤0.01% 420
2020
Q2 		$4K Buy
+30
New +$3.65K ﹤0.01% 420

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Bellevue Asset Management's EDU Position: Q2 2021 in Review

Bellevue Asset Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 42 shares — an estimated $6K sold.

Bellevue Asset Management first reported a position in EDU in Q2 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Bellevue Asset Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 42 New Oriental shares in Q2 2021, an estimated $6K.
  • Bellevue Asset Management first reported a position in New Oriental in Q2 2020 and held it in 4 quarters.
  • Bellevue Asset Management's New Oriental position peaked at $6K in Q1 2021.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.