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Calamos Wealth Management’s New Oriental EDU Stock Holding History

Calamos Wealth Management’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
-7,171
Closed -$525K – 321
2023
Q4 		$525K Buy
+7,171
New +$497K 0.03% 188

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
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
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
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 Wealth Management's EDU Position: Q1 2024 in Review

Calamos Wealth Management sold out of New Oriental (EDU) in Q1 2024, closing a stake of 7,171 shares — an estimated $525K sold.

Calamos Wealth Management first reported a position in EDU in Q4 2023 and held it in 1 quarter. The position peaked at $525K in Q4 2023. 256 funds tracked by Wall St. Rank hold EDU as of Q1 2024.

  • Calamos Wealth Management reported no remaining New Oriental position as of Q1 2024 after selling out during the quarter.
  • Calamos Wealth Management sold 7,171 New Oriental shares in Q1 2024, an estimated $525K.
  • Calamos Wealth Management first reported a position in New Oriental in Q4 2023 and held it in 1 quarter.
  • Calamos Wealth Management's New Oriental position peaked at $525K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held New Oriental as of Q1 2024.

Based on Calamos Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.