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Clarus Wealth Advisors’s New Oriental EDU Stock Holding History

Clarus 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
2021
Q2 		– Sell
-1,264
Closed -$186K – 109
2021
Q1 		$186K Hold
1,264
– – 0.12% 126
2020
Q4 		$223K Hold
1,264
– – 0.15% 120
2020
Q3 		$207K Buy
+1,264
New +$183K 0.16% 116

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Clarus Wealth Advisors's EDU Position: Q2 2021 in Review

Clarus Wealth Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 1,264 shares — an estimated $186K sold.

Clarus Wealth Advisors first reported a position in EDU in Q3 2020 and held it in 3 quarters. The position peaked at $223K in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Clarus Wealth Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,264 New Oriental shares in Q2 2021, an estimated $186K.
  • Clarus Wealth Advisors first reported a position in New Oriental in Q3 2020 and held it in 3 quarters.
  • Clarus Wealth Advisors's New Oriental position peaked at $223K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Clarus Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.