CI Investments Inc’s New Oriental EDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-79,912
Closed -$6.94M – 1275
2024
Q1
$6.94M Buy
+79,912
New +$6.78M 0.03% 269
2021
Q2
– Sell
-222
Closed -$31K – 1048
2021
Q1
$31K Buy
222
+74
+50% +$12.9K ﹤0.01% 933
2020
Q4
$27K Buy
148
+74
+100% +$12.5K ﹤0.01% 898
2020
Q3
$11K Buy
+74
New +$10.7K ﹤0.01% 905

Other funds holding EDU

CI Investments Inc's EDU Position: Q2 2024 in Review

CI Investments Inc sold out of New Oriental (EDU) in Q2 2024, closing a stake of 79,912 shares — an estimated $6.94M sold.

CI Investments Inc first reported a position in EDU in Q3 2020 and held it in 4 quarters. The position peaked at $6.94M in Q1 2024. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • CI Investments Inc reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • CI Investments Inc sold 79,912 New Oriental shares in Q2 2024, an estimated $6.94M.
  • CI Investments Inc first reported a position in New Oriental in Q3 2020 and held it in 4 quarters.
  • CI Investments Inc's New Oriental position peaked at $6.94M in Q1 2024.
  • 230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on CI Investments Inc's 13F filing for Q2 2024, filed 12 Aug 2024.