Bridgeworth’s New Oriental EDU Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-25	Closed	-$2K	–	242
2018 Q2	$2K	Buy	+25	New	+$2.39K	﹤0.01%	564

Other funds holding EDU

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

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

Bridgeworth's EDU Position: Q3 2018 in Review

Bridgeworth sold out of New Oriental (EDU) in Q3 2018, closing a stake of 25 shares — an estimated $2K sold.

Bridgeworth first reported a position in EDU in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 290 funds tracked by Wall St. Rank hold EDU as of Q3 2018.

Bridgeworth reported no remaining New Oriental position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 25 New Oriental shares in Q3 2018, an estimated $2K.
Bridgeworth first reported a position in New Oriental in Q2 2018 and held it in 1 quarter.
Bridgeworth's New Oriental position peaked at $2K in Q2 2018.
290 funds tracked by Wall St. Rank held New Oriental as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.