Chase Coleman’s New Oriental EDU Stock Holding History

Chase Coleman’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 Q1	–	Sell	-921,750	Closed	-$19.4M	–	114
2021 Q4	$19.4M	Hold	921,750	–	–	0.04%	110
2021 Q3	$18.9M	Hold	921,750	–	–	0.04%	114
2021 Q2	$75.5M	Sell	921,750 -921,750	-50%	-$112M	0.14%	62
2021 Q1	$258M	Hold	1,843,500	–	–	0.59%	37
2020 Q4	$343M	Sell	1,843,500 -298,000	-14%	-$50.2M	0.88%	29
2020 Q3	$320M	Hold	2,141,500	–	–	0.9%	31
2020 Q2	$279M	Hold	2,141,500	–	–	1.08%	31
2020 Q1	$232M	Buy	2,141,500 +700,659	+49%	+$90M	1.4%	20
2019 Q4	$175M	Sell	1,440,841 -912,759	-39%	-$109M	0.96%	26
2019 Q3	$261M	Hold	2,353,600	–	–	1.38%	18
2019 Q2	$227M	Hold	2,353,600	–	–	1.23%	20
2019 Q1	$212M	Hold	2,353,600	–	–	1.17%	22
2018 Q4	$129M	Sell	2,353,600 -697,408	-23%	-$40.4M	0.86%	25
2018 Q3	$226M	Buy	3,051,008 +181,000	+6%	+$15M	1.07%	23
2018 Q2	$272M	Hold	2,870,008	–	–	1.41%	19
2018 Q1	$252M	Hold	2,870,008	–	–	1.67%	18
2017 Q4	$270M	Buy	2,870,008 +618,393	+27%	+$54.9M	2.13%	14
2017 Q3	$199M	Hold	2,251,615	–	–	1.35%	17
2017 Q2	$159M	Sell	2,251,615 -179,716	-7%	-$12.3M	1.37%	15
2017 Q1	$147M	Buy	2,431,331 +858,309	+55%	+$43.5M	1.47%	13
2016 Q4	$66.2M	Buy	+1,573,022	New	+$74.1M	0.82%	22

Other funds holding EDU

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Chase Coleman's EDU Position: Q1 2022 in Review

Chase Coleman sold out of New Oriental (EDU) in Q1 2022, closing a stake of 921,750 shares — an estimated $19.4M sold.

Chase Coleman first reported a position in EDU in Q4 2016 and held it in 21 quarters. The position peaked at $343M in Q4 2020. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

Chase Coleman reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
Chase Coleman sold 921,750 New Oriental shares in Q1 2022, an estimated $19.4M.
Chase Coleman first reported a position in New Oriental in Q4 2016 and held it in 21 quarters.
Chase Coleman's New Oriental position peaked at $343M in Q4 2020.
194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on Tiger Global Management's 13F filing for Q1 2022, filed 16 May 2022.