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Columbia Wanger Asset Management’s New Oriental EDU Stock Holding History

Columbia Wanger Asset Management’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
2017
Q4 		$79M Sell
840,612
-86,800
-9% -$7.7M 1.18% 5
2017
Q3 		$81.9M Buy
927,412
+21,900
+2% +$1.78M 1.21% 12
2017
Q2 		$63.8M Sell
905,512
-45,000
-5% -$3.09M 0.91% 19
2017
Q1 		$57.4M Buy
+950,512
New +$48.2M 0.81% 28

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Columbia Wanger Asset Management's EDU Position: Q4 2017 in Review

Columbia Wanger Asset Management reduced its New Oriental (EDU) stake by 9.4% in Q4 2017, selling an estimated $7.7M and leaving 840,612 shares worth $79M. The position accounts for 1.18% of the portfolio, ranked #5.

Columbia Wanger Asset Management first reported a position in EDU in Q1 2017 and has held it in 4 quarters since. The position peaked at $81.9M in Q3 2017. 295 funds tracked by Wall St. Rank hold EDU as of Q4 2017.

  • Columbia Wanger Asset Management held 840,612 shares of New Oriental worth $79M as of Q4 2017.
  • Columbia Wanger Asset Management sold 86,800 New Oriental shares in Q4 2017, an estimated $7.7M.
  • New Oriental made up 1.18% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #5 holding.
  • Columbia Wanger Asset Management first reported a position in New Oriental in Q1 2017 and has held it in 4 quarters since.
  • Columbia Wanger Asset Management's New Oriental position peaked at $81.9M in Q3 2017.
  • 295 funds tracked by Wall St. Rank held New Oriental as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.