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BlackRock Advisors’s New Oriental EDU Stock Holding History

BlackRock 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
2016
Q4 		$4.27M Sell
101,323
-30,257
-23% -$1.43M ﹤0.01% 1202
2016
Q3 		$6.1M Buy
131,580
+98,636
+299% +$4.28M 0.01% 1054
2016
Q2 		$1.38M Buy
32,944
+32,522
+7,707% +$1.28M ﹤0.01% 1623
2016
Q1 		$15K Hold
422
– – ﹤0.01% 3498
2015
Q4 		$13K Buy
+422
New +$11.9K ﹤0.01% 3581

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock Advisors's EDU Position: Q4 2016 in Review

BlackRock Advisors reduced its New Oriental (EDU) stake by 23% in Q4 2016, selling an estimated $1.43M and leaving 101,323 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

BlackRock Advisors first reported a position in EDU in Q4 2015 and has held it in 5 quarters since. The position peaked at $6.1M in Q3 2016. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

  • BlackRock Advisors held 101,323 shares of New Oriental worth $4.27M as of Q4 2016.
  • BlackRock Advisors sold 30,257 New Oriental shares in Q4 2016, an estimated $1.43M.
  • New Oriental made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1202 holding.
  • BlackRock Advisors first reported a position in New Oriental in Q4 2015 and has held it in 5 quarters since.
  • BlackRock Advisors's New Oriental position peaked at $6.1M in Q3 2016.
  • 250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.