Cannell & Spears’s New Oriental EDU Stock Holding History

Cannell & Spears’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 Q4	–	Sell	-1,408	Closed	-$29K	–	233
2021 Q3	$29K	Hold	1,408	–	–	﹤0.01%	241
2021 Q2	$115K	Buy	+1,408	New	+$171K	0.01%	240

Other funds holding EDU

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cannell & Spears's EDU Position: Q4 2021 in Review

Cannell & Spears sold out of New Oriental (EDU) in Q4 2021, closing a stake of 1,408 shares — an estimated $29K sold.

Cannell & Spears first reported a position in EDU in Q2 2021 and held it in 2 quarters. The position peaked at $115K in Q2 2021. 246 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

Cannell & Spears reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
Cannell & Spears sold 1,408 New Oriental shares in Q4 2021, an estimated $29K.
Cannell & Spears first reported a position in New Oriental in Q2 2021 and held it in 2 quarters.
Cannell & Spears's New Oriental position peaked at $115K in Q2 2021.
246 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on Cannell & Spears's 13F filing for Q4 2021, filed 14 Feb 2022.