Cerro Pacific Wealth Advisors’s New Oriental EDU Stock Holding History

Cerro Pacific Wealth 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 Q2	–	Sell	-2,029	Closed	-$23K	–	140
2022 Q1	$23K	Hold	2,029	–	–	0.01%	118
2021 Q4	$43K	Hold	2,029	–	–	0.03%	120
2021 Q3	$42K	Buy	+2,029	New	+$64.4K	0.03%	121

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

YCM

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

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

SCM

Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return

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

Cerro Pacific Wealth Advisors's EDU Position: Q2 2022 in Review

Cerro Pacific Wealth Advisors sold out of New Oriental (EDU) in Q2 2022, closing a stake of 2,029 shares — an estimated $23K sold.

Cerro Pacific Wealth Advisors first reported a position in EDU in Q3 2021 and held it in 3 quarters. The position peaked at $43K in Q4 2021. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

Cerro Pacific Wealth Advisors reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 2,029 New Oriental shares in Q2 2022, an estimated $23K.
Cerro Pacific Wealth Advisors first reported a position in New Oriental in Q3 2021 and held it in 3 quarters.
Cerro Pacific Wealth Advisors's New Oriental position peaked at $43K in Q4 2021.
153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.