Dimensional Fund Advisors
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Dimensional Fund Advisors’s New Oriental EDU Stock Holding History

Dimensional Fund Advisors’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
2022
Q1 		– Sell
-444,504
Closed -$9.33M – 3529
2021
Q4 		$9.33M Hold
444,504
– – ﹤0.01% 2337
2021
Q3 		$9.07M Sell
444,504
-110,284
-20% -$3.5M ﹤0.01% 2376
2021
Q2 		$45.5M Sell
554,788
-31,495
-5% -$3.82M 0.01% 1516
2021
Q1 		$82.1M Sell
586,283
-9,178
-2% -$1.6M 0.03% 1005
2020
Q4 		$111M Buy
595,461
+326
+0.1% +$54.9K 0.04% 653
2020
Q3 		$88.9M Buy
595,135
+125,883
+27% +$18.2M 0.04% 672
2020
Q2 		$61.1M Buy
469,252
+3,827
+0.8% +$466K 0.03% 1018
2020
Q1 		$50.4M Buy
465,425
+132,606
+40% +$17M 0.03% 1023
2019
Q4 		$40.4M Buy
332,819
+37,922
+13% +$4.53M 0.01% 1622
2019
Q3 		$32.6M Buy
294,897
+1,708
+0.6% +$179K 0.01% 1735
2019
Q2 		$28.3M Sell
293,189
-23,424
-7% -$2.1M 0.01% 1856
2019
Q1 		$28.5M Sell
316,613
-40,166
-11% -$3.02M 0.01% 1861
2018
Q4 		$19.6M Buy
356,779
+64,600
+22% +$3.74M 0.01% 1984
2018
Q3 		$21.6M Sell
292,179
-4,719
-2% -$391K 0.01% 2075
2018
Q2 		$28.1M Buy
296,898
+6,718
+2% +$643K 0.01% 1914
2018
Q1 		$25.4M Buy
290,180
+2,133
+0.7% +$199K 0.01% 1920
2017
Q4 		$27.1M Sell
288,047
-54,284
-16% -$4.82M 0.01% 1887
2017
Q3 		$30.2M Sell
342,331
-9,884
-3% -$805K 0.01% 1781
2017
Q2 		$24.8M Buy
352,215
+34,057
+11% +$2.34M 0.01% 1893
2017
Q1 		$19.2M Buy
318,158
+115,812
+57% +$5.87M 0.01% 2022
2016
Q4 		$8.53M Buy
+202,346
New +$9.53M ﹤0.01% 2363

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors's EDU Position: Q1 2022 in Review

Dimensional Fund Advisors sold out of New Oriental (EDU) in Q1 2022, closing a stake of 444,504 shares — an estimated $9.33M sold.

Dimensional Fund Advisors first reported a position in EDU in Q4 2016 and held it in 21 quarters. The position peaked at $111M in Q4 2020. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

  • Dimensional Fund Advisors reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 444,504 New Oriental shares in Q1 2022, an estimated $9.33M.
  • Dimensional Fund Advisors first reported a position in New Oriental in Q4 2016 and held it in 21 quarters.
  • Dimensional Fund Advisors's New Oriental position peaked at $111M in Q4 2020.
  • 194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on Dimensional Fund Advisors's 13F filing for Q1 2022, filed 13 May 2022.