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CSat Investment Advisory’s New Oriental EDU Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-1,653
Closed -$247K – 647
2020
Q3 		$247K Buy
1,653
+292
+21% +$42.2K 0.02% 240
2020
Q2 		$177K Buy
+1,361
New +$166K 0.02% 332

Other funds holding EDU

CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's EDU Position: Q4 2020 in Review

CSat Investment Advisory sold out of New Oriental (EDU) in Q4 2020, closing a stake of 1,653 shares — an estimated $247K sold.

CSat Investment Advisory first reported a position in EDU in Q2 2020 and held it in 2 quarters. The position peaked at $247K in Q3 2020. 439 funds tracked by Wall St. Rank hold EDU as of Q4 2020.

  • CSat Investment Advisory reported no remaining New Oriental position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,653 New Oriental shares in Q4 2020, an estimated $247K.
  • CSat Investment Advisory first reported a position in New Oriental in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's New Oriental position peaked at $247K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held New Oriental as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.