Calamos Advisors’s New Oriental EDU Stock Holding History

Calamos Advisors’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	-3,710	Closed	-$519K	–	970
2021 Q1	$519K	Buy	+3,710	New	+$648K	﹤0.01%	822
2020 Q2	–	Sell	-19,789	Closed	-$2.14M	–	727
2020 Q1	$2.14M	Sell	19,789 -26,590	-57%	-$3.41M	0.02%	535
2019 Q4	$5.62M	Sell	46,379 -3,731	-7%	-$446K	0.03%	505
2019 Q3	$5.55M	Sell	50,110 -2,740	-5%	-$287K	0.03%	490
2019 Q2	$5.1M	Buy	52,850 +15,000	+40%	+$1.34M	0.03%	518
2019 Q1	$3.41M	Buy	+37,850	New	+$2.85M	0.02%	506
2018 Q3	–	Sell	-120,660	Closed	-$11.4M	–	691
2018 Q2	$11.4M	Buy	120,660 +3,640	+3%	+$348K	0.07%	297
2018 Q1	$10.3M	Sell	117,020 -1,500	-1%	-$140K	0.07%	308
2017 Q4	$11.1M	Buy	118,520 +4,040	+4%	+$359K	0.06%	279
2017 Q3	$10.1M	Buy	114,480 +34,480	+43%	+$2.81M	0.08%	276
2017 Q2	$5.64M	Buy	+80,000	New	+$5.49M	0.04%	360
2016 Q4	–	Sell	-103,450	Closed	-$4.8M	–	639
2016 Q3	$4.8M	Buy	+103,450	New	+$4.49M	0.03%	355
2014 Q3	–	Sell	-468,450	Closed	-$12.4M	–	652
2014 Q2	$12.4M	Buy	+468,450	New	+$12.1M	0.08%	225

Other funds holding EDU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

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

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

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

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

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Calamos Advisors's EDU Position: Q2 2021 in Review

Calamos Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 3,710 shares — an estimated $519K sold.

Calamos Advisors first reported a position in EDU in Q2 2014 and held it in 13 quarters. The position peaked at $12.4M in Q2 2014. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

Calamos Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
Calamos Advisors sold 3,710 New Oriental shares in Q2 2021, an estimated $519K.
Calamos Advisors first reported a position in New Oriental in Q2 2014 and held it in 13 quarters.
Calamos Advisors's New Oriental position peaked at $12.4M in Q2 2014.
396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Calamos Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.