Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s New Oriental EDU Stock Holding History

Cambridge Investment Research 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
Q3 		– Sell
-1,001
Closed -$82K – 3120
2021
Q2 		$82K Sell
1,001
-604
-38% -$73.3K ﹤0.01% 2991
2021
Q1 		$225K Buy
1,605
+108
+7% +$18.9K ﹤0.01% 2516
2020
Q4 		$278K Sell
1,497
-200
-12% -$33.7K ﹤0.01% 2206
2020
Q3 		$254K Sell
1,697
-840
-33% -$121K ﹤0.01% 2062
2020
Q2 		$330K Buy
2,537
+615
+32% +$74.9K ﹤0.01% 1811
2020
Q1 		$208K Sell
1,922
-232
-11% -$29.8K ﹤0.01% 1902
2019
Q4 		$261K Buy
2,154
+79
+4% +$9.45K ﹤0.01% 2003
2019
Q3 		$230K Sell
2,075
-5,367
-72% -$562K ﹤0.01% 2020
2019
Q2 		$719K Buy
+7,442
New +$666K 0.01% 1225

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Investment Research Advisors's EDU Position: Q3 2021 in Review

Cambridge Investment Research Advisors sold out of New Oriental (EDU) in Q3 2021, closing a stake of 1,001 shares — an estimated $82K sold.

Cambridge Investment Research Advisors first reported a position in EDU in Q2 2019 and held it in 9 quarters. The position peaked at $719K in Q2 2019. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Cambridge Investment Research Advisors reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,001 New Oriental shares in Q3 2021, an estimated $82K.
  • Cambridge Investment Research Advisors first reported a position in New Oriental in Q2 2019 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's New Oriental position peaked at $719K in Q2 2019.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.