Calamos Advisors
EDU icon

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
2024
Q1 		– Hold
0
– – – 973
2023
Q4 		– Hold
0
– – – 941
2021
Q2 		– Sell
-3,710
Closed -$519K – 971
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 – 692
2018
Q2 		$11.4M Buy
120,660
+3,640
+3% +$348K 0.08% 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 0.08% 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 0.05% 360
2016
Q4 		– Sell
-103,450
Closed -$4.8M – 641
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return