Cooper Investors’s New Oriental EDU Stock Holding History

Cooper Investors’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	-22,766	Closed	-$3.19M	–	42
2021 Q1	$3.19M	Hold	22,766	–	–	0.24%	38
2020 Q4	$4.23M	Buy	22,766 +6,932	+44%	+$1.17M	0.34%	31
2020 Q3	$2.37M	Buy	+15,834	New	+$2.29M	0.22%	35
2018 Q3	–	Sell	-47,055	Closed	-$4.45M	–	35
2018 Q2	$4.45M	Buy	47,055 +624	+1%	+$59.7K	0.54%	33
2018 Q1	$4.07M	Buy	46,431 +1,375	+3%	+$128K	0.48%	34
2017 Q4	$4.24M	Buy	+45,056	New	+$4M	0.53%	33

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Cooper Investors's EDU Position: Q2 2021 in Review

Cooper Investors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 22,766 shares — an estimated $3.19M sold.

Cooper Investors first reported a position in EDU in Q4 2017 and held it in 6 quarters. The position peaked at $4.45M in Q2 2018. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

Cooper Investors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
Cooper Investors sold 22,766 New Oriental shares in Q2 2021, an estimated $3.19M.
Cooper Investors first reported a position in New Oriental in Q4 2017 and held it in 6 quarters.
Cooper Investors's New Oriental position peaked at $4.45M in Q2 2018.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Cooper Investors's 13F filing for Q2 2021, filed 9 Apr 2025.