Eaton Vance Management’s New Oriental EDU Stock Holding History

Eaton Vance Management’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 Q2	–	Sell	-2,254	Closed	-$26K	–	1639
2022 Q1	$26K	Buy	2,254 +1,700	+307%	+$24.8K	﹤0.01%	1806
2021 Q4	$11K	Sell	554 -660	-54%	-$14.2K	﹤0.01%	2514
2021 Q3	$25K	Sell	1,214 -2,074	-63%	-$65.8K	﹤0.01%	1612
2021 Q2	$270K	Buy	3,288 +667	+25%	+$81K	﹤0.01%	1509
2021 Q1	$367K	Sell	2,621 -153	-6%	-$26.7K	﹤0.01%	1349
2020 Q4	$516K	Buy	2,774 +160	+6%	+$26.9K	﹤0.01%	1220
2020 Q3	$390K	Hold	2,614	–	–	﹤0.01%	1170
2020 Q2	$340K	Sell	2,614 -460	-15%	-$56K	﹤0.01%	1167
2020 Q1	$361K	Sell	3,074 -300	-9%	-$38.5K	﹤0.01%	1114
2019 Q4	$410K	Buy	3,374 +1,000	+42%	+$120K	﹤0.01%	1162
2019 Q3	$263K	Hold	2,374	–	–	﹤0.01%	1215
2019 Q2	$229K	Hold	2,374	–	–	﹤0.01%	1241
2019 Q1	$214K	Buy	+2,374	New	+$179K	﹤0.01%	1201
2018 Q3	–	Sell	-2,374	Closed	-$225K	–	1197
2018 Q2	$225K	Hold	2,374	–	–	﹤0.01%	1141
2018 Q1	$208K	Hold	2,374	–	–	﹤0.01%	1145
2017 Q4	$223K	Buy	+2,374	New	+$211K	﹤0.01%	1095

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Eaton Vance Management's EDU Position: Q2 2022 in Review

Eaton Vance Management sold out of New Oriental (EDU) in Q2 2022, closing a stake of 2,254 shares — an estimated $26K sold.

Eaton Vance Management first reported a position in EDU in Q4 2017 and held it in 16 quarters. The position peaked at $516K in Q4 2020. 152 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

Eaton Vance Management reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 2,254 New Oriental shares in Q2 2022, an estimated $26K.
Eaton Vance Management first reported a position in New Oriental in Q4 2017 and held it in 16 quarters.
Eaton Vance Management's New Oriental position peaked at $516K in Q4 2020.
152 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.