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	–	Sell	-51,500	Closed	-$3.02M	–	968
2023 Q4	$3.02M	Buy	+51,500	New	+$3.57M	0.01%	566

Other funds holding EDU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 New York $59.5B AUM 51.63% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 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.