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Capital International’s New Oriental EDU Stock Holding History

Capital International’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
2014
Q4 		– Sell
-48,900
Closed -$1.13M – 181
2014
Q3 		$1.13M Sell
48,900
-42,400
-46% -$945K 0.07% 116
2014
Q2 		$2.43M Buy
91,300
+15,800
+21% +$408K 0.15% 93
2014
Q1 		$2.22M Sell
75,500
-6,500
-8% -$195K 0.14% 95
2013
Q4 		$2.58M Buy
82,000
+31,200
+61% +$868K 0.16% 92
2013
Q3 		$1.26M Buy
50,800
+44,200
+670% +$1.01M 0.08% 104
2013
Q2 		$146K Buy
+6,600
New +$130K 0.01% 156

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Capital International's EDU Position: Q4 2014 in Review

Capital International sold out of New Oriental (EDU) in Q4 2014, closing a stake of 48,900 shares — an estimated $1.13M sold.

Capital International first reported a position in EDU in Q2 2013 and held it in 6 quarters. The position peaked at $2.58M in Q4 2013. 134 funds tracked by Wall St. Rank hold EDU as of Q4 2014.

  • Capital International reported no remaining New Oriental position as of Q4 2014 after selling out during the quarter.
  • Capital International sold 48,900 New Oriental shares in Q4 2014, an estimated $1.13M.
  • Capital International first reported a position in New Oriental in Q2 2013 and held it in 6 quarters.
  • Capital International's New Oriental position peaked at $2.58M in Q4 2013.
  • 134 funds tracked by Wall St. Rank held New Oriental as of Q4 2014.

Based on Capital International's 13F filing for Q4 2014, filed 13 Feb 2015.