Bluefin Capital Management’s New Oriental EDU Stock Holding History

Bluefin Capital 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
2022 Q4	–	Sell	-16,875	Closed	-$404K	–	557
2022 Q3	$404K	Buy	+16,875	New	+$419K	0.04%	208
2022 Q2	–	Sell	-4,290	Closed	-$58.8K	–	618
2022 Q1	$49K	Sell	4,290 -9,250	-68%	-$135K	﹤0.01%	465
2021 Q4	$284K	Sell	13,540 -28,300	-68%	-$611K	0.02%	471
2021 Q3	$858K	Buy	41,840 +24,650	+143%	+$783K	0.09%	173
2021 Q2	$1.41M	Buy	+17,190	New	+$2.09M	0.09%	149
2015 Q4	–	Sell	-16,000	Closed	-$323K	–	701
2015 Q3	$323K	Hold	16,000	–	–	0.02%	301
2015 Q2	$392K	Buy	+16,000	New	+$396K	0.02%	326

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Bluefin Capital Management's EDU Position: Q4 2022 in Review

Bluefin Capital Management sold out of New Oriental (EDU) in Q4 2022, closing a stake of 16,875 shares — an estimated $404K sold.

Bluefin Capital Management first reported a position in EDU in Q2 2015 and held it in 7 quarters. The position peaked at $1.41M in Q2 2021. 184 funds tracked by Wall St. Rank hold EDU as of Q4 2022.

Bluefin Capital Management reported no remaining New Oriental position as of Q4 2022 after selling out during the quarter.
Bluefin Capital Management sold 16,875 New Oriental shares in Q4 2022, an estimated $404K.
Bluefin Capital Management first reported a position in New Oriental in Q2 2015 and held it in 7 quarters.
Bluefin Capital Management's New Oriental position peaked at $1.41M in Q2 2021.
184 funds tracked by Wall St. Rank held New Oriental as of Q4 2022.

Based on Bluefin Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.