Chevy Chase Trust’s New Oriental EDU Stock Holding History

Chevy Chase Trust’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 Q1	–	Sell	-360	Closed	-$44K	–	728
2019 Q4	$44K	Buy	+360	New	+$43K	﹤0.01%	846

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Chevy Chase Trust's EDU Position: Q1 2020 in Review

Chevy Chase Trust sold out of New Oriental (EDU) in Q1 2020, closing a stake of 360 shares — an estimated $44K sold.

Chevy Chase Trust first reported a position in EDU in Q4 2019 and held it in 1 quarter. The position peaked at $44K in Q4 2019. 427 funds tracked by Wall St. Rank hold EDU as of Q1 2020.

Chevy Chase Trust reported no remaining New Oriental position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 360 New Oriental shares in Q1 2020, an estimated $44K.
Chevy Chase Trust first reported a position in New Oriental in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's New Oriental position peaked at $44K in Q4 2019.
427 funds tracked by Wall St. Rank held New Oriental as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.