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Congress Park Capital’s New Oriental EDU Stock Holding History

Congress Park Capital’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
Q4 		– Sell
-1,500
Closed -$31K – 147
2021
Q3 		$31K Hold
1,500
– – 0.02% 135
2021
Q2 		$123K Buy
+1,500
New +$182K 0.06% 135

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Congress Park Capital's EDU Position: Q4 2021 in Review

Congress Park Capital sold out of New Oriental (EDU) in Q4 2021, closing a stake of 1,500 shares — an estimated $31K sold.

Congress Park Capital first reported a position in EDU in Q2 2021 and held it in 2 quarters. The position peaked at $123K in Q2 2021. 246 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

  • Congress Park Capital reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
  • Congress Park Capital sold 1,500 New Oriental shares in Q4 2021, an estimated $31K.
  • Congress Park Capital first reported a position in New Oriental in Q2 2021 and held it in 2 quarters.
  • Congress Park Capital's New Oriental position peaked at $123K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on Congress Park Capital's 13F filing for Q4 2021, filed 9 Feb 2022.