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Berman Capital Advisors’s New Oriental EDU Stock Holding History

Berman Capital Advisors’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 		$0 Buy
33
+22
+200% +$698 ﹤0.01% 2105
2021
Q2 		$0 Sell
11
-31
-74% -$3.76K ﹤0.01% 1933
2021
Q1 		$5K Buy
42
+9
+27% +$1.57K ﹤0.01% 1259
2020
Q4 		$6K Sell
33
-2
-6% -$337 ﹤0.01% 1078
2020
Q3 		$5K Sell
35
-2
-5% -$289 ﹤0.01% 1029
2020
Q2 		$4K Sell
37
-54
-59% -$6.58K ﹤0.01% 1039
2020
Q1 		$9K Buy
91
+7
+8% +$899 ﹤0.01% 689
2019
Q4 		$10K Buy
84
+8
+11% +$956 ﹤0.01% 738
2019
Q3 		$8K Sell
76
-71
-48% -$7.43K ﹤0.01% 781
2019
Q2 		$14K Buy
+147
New +$13.2K ﹤0.01% 614

Other funds holding EDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's EDU Position: Q3 2021 in Review

Berman Capital Advisors increased its New Oriental (EDU) stake by 200% in Q3 2021, buying an estimated $698 and bringing the position to 33 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Berman Capital Advisors first reported a position in EDU in Q2 2019 and has held it in 10 quarters since. The position peaked at $14K in Q2 2019. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Berman Capital Advisors held 33 shares of New Oriental worth $0 as of Q3 2021.
  • Berman Capital Advisors bought 22 New Oriental shares in Q3 2021, an estimated $698.
  • New Oriental made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2105 holding.
  • Berman Capital Advisors first reported a position in New Oriental in Q2 2019 and has held it in 10 quarters since.
  • Berman Capital Advisors's New Oriental position peaked at $14K in Q2 2019.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.