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Elephas Investment Management’s New Oriental EDU Stock Holding History

Elephas Investment 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
2019
Q3 		– Sell
-4,095
Closed -$395K – 17
2019
Q2 		$395K Sell
4,095
-439,612
-99% -$39.4M 0.24% 16
2019
Q1 		$40M Buy
+443,707
New +$33.4M 5.52% 6
2018
Q4 		– Sell
-121,863
Closed -$9.02M – 34
2018
Q3 		$9.02M Buy
+121,863
New +$10.1M 1.96% 7

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elephas Investment Management's EDU Position: Q3 2019 in Review

Elephas Investment Management sold out of New Oriental (EDU) in Q3 2019, closing a stake of 4,095 shares — an estimated $395K sold.

Elephas Investment Management first reported a position in EDU in Q3 2018 and held it in 3 quarters. The position peaked at $40M in Q1 2019. 355 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

  • Elephas Investment Management reported no remaining New Oriental position as of Q3 2019 after selling out during the quarter.
  • Elephas Investment Management sold 4,095 New Oriental shares in Q3 2019, an estimated $395K.
  • Elephas Investment Management first reported a position in New Oriental in Q3 2018 and held it in 3 quarters.
  • Elephas Investment Management's New Oriental position peaked at $40M in Q1 2019.
  • 355 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on Elephas Investment Management's 13F filing for Q3 2019, filed 27 Dec 2019.