EGA
EDU icon

Eagle Global Advisors’s New Oriental EDU Stock Holding History

Eagle Global 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
2021
Q2 		– Sell
-4,700
Closed -$658K – 262
2021
Q1 		$658K Buy
4,700
+1,900
+68% +$332K 0.05% 168
2020
Q4 		$520K Buy
2,800
+600
+27% +$101K 0.04% 159
2020
Q3 		$329K Buy
+2,200
New +$318K 0.03% 166

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Eagle Global Advisors's EDU Position: Q2 2021 in Review

Eagle Global Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 4,700 shares — an estimated $658K sold.

Eagle Global Advisors first reported a position in EDU in Q3 2020 and held it in 3 quarters. The position peaked at $658K in Q1 2021. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Eagle Global Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Eagle Global Advisors sold 4,700 New Oriental shares in Q2 2021, an estimated $658K.
  • Eagle Global Advisors first reported a position in New Oriental in Q3 2020 and held it in 3 quarters.
  • Eagle Global Advisors's New Oriental position peaked at $658K in Q1 2021.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Eagle Global Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.