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CAPTRUST Financial Advisors’s
New Oriental
EDU
Stock Holding History
CAPTRUST Financial 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
2022
Q3
–
Sell
-76
Closed
-$2K
–
2616
2022
Q2
$2K
Hold
76
–
–
﹤0.01%
4447
2022
Q1
$1K
Hold
76
–
–
﹤0.01%
4681
2021
Q4
$2K
Buy
+76
New
+$1.64K
﹤0.01%
4399
2021
Q3
–
Sell
-349
Closed
-$29K
–
4670
2021
Q2
$29K
Sell
349
-207
-37%
-$25.1K
﹤0.01%
2860
2021
Q1
$78K
Buy
556
+380
+216%
+$66.4K
﹤0.01%
2132
2020
Q4
$33K
Hold
176
–
–
﹤0.01%
2016
2020
Q3
$27K
Buy
176
+76
+76%
+$11K
﹤0.01%
1852
2020
Q2
$13K
Buy
+100
New
+$12.2K
﹤0.01%
2092
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KCMH
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1-Year Est. Return
YCM
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1-Year Est. Return
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$60.6B AUM
31.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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