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Benjamin F. Edwards & Company’s New Oriental EDU Stock Holding History

Benjamin F. Edwards & Company’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
-150
Closed -$12K – 1715
2021
Q2 		$12K Buy
+150
New +$18.2K ﹤0.01% 1336
2020
Q4 		– Sell
-100
Closed -$15K – 1625
2020
Q3 		$15K Buy
+100
New +$14.4K ﹤0.01% 1176

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

Benjamin F. Edwards & Company's EDU Position: Q3 2021 in Review

Benjamin F. Edwards & Company sold out of New Oriental (EDU) in Q3 2021, closing a stake of 150 shares — an estimated $12K sold.

Benjamin F. Edwards & Company first reported a position in EDU in Q3 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Benjamin F. Edwards & Company reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 150 New Oriental shares in Q3 2021, an estimated $12K.
  • Benjamin F. Edwards & Company first reported a position in New Oriental in Q3 2020 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's New Oriental position peaked at $15K in Q3 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2021, filed 2 Nov 2021.