BlackRock Institutional Trust’s New Oriental EDU Stock Holding History

BlackRock Institutional Trust’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	$71.2M	Sell	1,692,384 -9,302	-0.5%	-$438K	0.01%	1123
2016 Q3	$78.9M	Buy	1,701,686 +7,263	+0.4%	+$315K	0.01%	1007
2016 Q2	$71M	Buy	1,694,423 +767,447	+83%	+$30.3M	0.01%	1039
2016 Q1	$32.1M	Sell	926,976 -482,834	-34%	-$15.1M	0.01%	1507
2015 Q4	$44.2M	Buy	+1,409,810	New	+$39.7M	0.01%	1322
2014 Q1	–	Sell	-18,123	Closed	-$571K	–	3970
2013 Q4	$571K	Buy	+18,123	New	+$504K	﹤0.01%	3543
2013 Q3	–	Sell	-26,089	Closed	-$578K	–	3967
2013 Q2	$578K	Buy	+26,089	New	+$514K	﹤0.01%	3452

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock Institutional Trust's EDU Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its New Oriental (EDU) stake by 0.55% in Q4 2016, selling an estimated $438K and leaving 1,692,384 shares worth $71.2M. The position accounts for 0.01% of the portfolio, ranked #1123.

BlackRock Institutional Trust first reported a position in EDU in Q2 2013 and has held it in 7 quarters since. The position peaked at $78.9M in Q3 2016. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

BlackRock Institutional Trust held 1,692,384 shares of New Oriental worth $71.2M as of Q4 2016.
BlackRock Institutional Trust sold 9,302 New Oriental shares in Q4 2016, an estimated $438K.
New Oriental made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1123 holding.
BlackRock Institutional Trust first reported a position in New Oriental in Q2 2013 and has held it in 7 quarters since.
BlackRock Institutional Trust's New Oriental position peaked at $78.9M in Q3 2016.
250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

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