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	-20,500	Closed	-$2K	–	556
2022 Q3	$2K	Buy	20,500 +10,500	+105%	+$261K	﹤0.01%	510
2022 Q2	$1K	Buy	+10,000	New	+$137K	﹤0.01%	569
2022 Q1	–	Sell	-27,030	Closed	-$43K	–	747
2021 Q4	$43K	Buy	27,030 +14,020	+108%	+$303K	﹤0.01%	695
2021 Q3	$19K	Buy	13,010 +8,340	+179%	+$265K	﹤0.01%	624
2021 Q2	$13K	Buy	+4,670	New	+$567K	﹤0.01%	581
2015 Q3	–	Sell	-374,800	Closed	-$272K	–	518
2015 Q2	$272K	Buy	+374,800	New	+$9.29M	0.02%	375

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 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. 183 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.
183 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.