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Bradley Foster & Sargent’s New Oriental EDU Stock Holding History

Bradley Foster & Sargent’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
Q2 		– Sell
-2,500
Closed -$350K – 399
2021
Q1 		$350K Hold
2,500
– – 0.01% 323
2020
Q4 		$465K Hold
2,500
– – 0.01% 291
2020
Q3 		$374K Buy
+2,500
New +$361K 0.01% 278

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Bradley Foster & Sargent's EDU Position: Q2 2021 in Review

Bradley Foster & Sargent sold out of New Oriental (EDU) in Q2 2021, closing a stake of 2,500 shares — an estimated $350K sold.

Bradley Foster & Sargent first reported a position in EDU in Q3 2020 and held it in 3 quarters. The position peaked at $465K in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Bradley Foster & Sargent reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Bradley Foster & Sargent sold 2,500 New Oriental shares in Q2 2021, an estimated $350K.
  • Bradley Foster & Sargent first reported a position in New Oriental in Q3 2020 and held it in 3 quarters.
  • Bradley Foster & Sargent's New Oriental position peaked at $465K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Bradley Foster & Sargent's 13F filing for Q2 2021, filed 19 Aug 2021.