CRCM LP’s New Oriental EDU Stock Holding History

CRCM LP’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
2013 Q4	–	Sell	-654,700	Closed	-$11.8M	–	5
2013 Q3	$11.8M	Buy	654,700 +213,200	+48%	+$4.87M	38.56%	1
2013 Q2	$9.78M	Buy	+441,500	New	+$8.69M	24.89%	1

Other funds holding EDU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

BCPEM

Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAA

Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CRCM LP's EDU Position: Q4 2013 in Review

CRCM LP sold out of New Oriental (EDU) in Q4 2013, closing a stake of 654,700 shares — an estimated $11.8M sold.

CRCM LP first reported a position in EDU in Q2 2013 and held it in 2 quarters. The position peaked at $11.8M in Q3 2013. 136 funds tracked by Wall St. Rank hold EDU as of Q4 2013.

CRCM LP reported no remaining New Oriental position as of Q4 2013 after selling out during the quarter.
CRCM LP sold 654,700 New Oriental shares in Q4 2013, an estimated $11.8M.
CRCM LP first reported a position in New Oriental in Q2 2013 and held it in 2 quarters.
CRCM LP's New Oriental position peaked at $11.8M in Q3 2013.
136 funds tracked by Wall St. Rank held New Oriental as of Q4 2013.

Based on CRCM LP's 13F filing for Q4 2013, filed 13 Feb 2014.