Cornerstone Advisors (Washington)’s New Oriental EDU Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$68K	Buy	454 +24	+6%	+$3.47K	0.01%	224
2020 Q2	$56K	Buy	430 +128	+42%	+$15.6K	0.01%	246
2020 Q1	$33K	Hold	302	–	–	﹤0.01%	271
2019 Q4	$37K	Buy	302 +40	+15%	+$4.78K	﹤0.01%	278
2019 Q3	$29K	Buy	262 +64	+32%	+$6.7K	﹤0.01%	291
2019 Q2	$19K	Sell	198 -256	-56%	-$22.9K	﹤0.01%	638
2019 Q1	$41K	Buy	454 +223	+97%	+$16.8K	﹤0.01%	421
2018 Q4	$13K	Buy	231 +41	+22%	+$2.37K	﹤0.01%	584
2018 Q3	$14K	Sell	190 -33	-15%	-$2.74K	0.01%	580
2018 Q2	$21K	Buy	223 +217	+3,617%	+$20.8K	0.01%	487
2018 Q1	$1K	Buy	+6	New	+$558	﹤0.01%	947

Other funds holding EDU

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Cornerstone Advisors (Washington)'s EDU Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its New Oriental (EDU) stake by 5.6% in Q3 2020, buying an estimated $3.47K and bringing the position to 454 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #224.

Cornerstone Advisors (Washington) first reported a position in EDU in Q1 2018 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

Cornerstone Advisors (Washington) held 454 shares of New Oriental worth $68K as of Q3 2020.
Cornerstone Advisors (Washington) bought 24 New Oriental shares in Q3 2020, an estimated $3.47K.
New Oriental made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #224 holding.
Cornerstone Advisors (Washington) first reported a position in New Oriental in Q1 2018 and has held it in 11 quarters since.
409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.