Cavalier Investments’s New Oriental EDU Stock Holding History

Cavalier Investments’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
2020 Q2	–	Sell	-2,900	Closed	-$314K	–	87
2020 Q1	$314K	Hold	2,900	–	–	0.19%	82
2019 Q4	$352K	Buy	+2,900	New	+$347K	0.15%	105
2016 Q4	–	Sell	-5,700	Closed	-$264K	–	131
2016 Q3	$264K	Sell	5,700 -900	-14%	-$39K	0.16%	103
2016 Q2	$276K	Buy	+6,600	New	+$261K	0.16%	99

Other funds holding EDU

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Cavalier Investments's EDU Position: Q2 2020 in Review

Cavalier Investments sold out of New Oriental (EDU) in Q2 2020, closing a stake of 2,900 shares — an estimated $314K sold.

Cavalier Investments first reported a position in EDU in Q2 2016 and held it in 4 quarters. The position peaked at $352K in Q4 2019. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

Cavalier Investments reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
Cavalier Investments sold 2,900 New Oriental shares in Q2 2020, an estimated $314K.
Cavalier Investments first reported a position in New Oriental in Q2 2016 and held it in 4 quarters.
Cavalier Investments's New Oriental position peaked at $352K in Q4 2019.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.