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Emerging Sovereign Group’s New Oriental EDU Stock Holding History

Emerging Sovereign Group’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
2018
Q3 		– Sell
-565,517
Closed -$53.5M – 3
2018
Q2 		$53.5M Sell
565,517
-108,691
-16% -$10.4M 21.23% 1
2018
Q1 		$59.1M Buy
674,208
+544,660
+420% +$50.7M 13.4% 4
2017
Q4 		$12.2M Buy
+129,548
New +$11.5M 2.77% 11

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerging Sovereign Group's EDU Position: Q3 2018 in Review

Emerging Sovereign Group sold out of New Oriental (EDU) in Q3 2018, closing a stake of 565,517 shares — an estimated $53.5M sold.

Emerging Sovereign Group first reported a position in EDU in Q4 2017 and held it in 3 quarters. The position peaked at $59.1M in Q1 2018. 291 funds tracked by Wall St. Rank hold EDU as of Q3 2018.

  • Emerging Sovereign Group reported no remaining New Oriental position as of Q3 2018 after selling out during the quarter.
  • Emerging Sovereign Group sold 565,517 New Oriental shares in Q3 2018, an estimated $53.5M.
  • Emerging Sovereign Group first reported a position in New Oriental in Q4 2017 and held it in 3 quarters.
  • Emerging Sovereign Group's New Oriental position peaked at $59.1M in Q1 2018.
  • 291 funds tracked by Wall St. Rank held New Oriental as of Q3 2018.

Based on Emerging Sovereign Group's 13F filing for Q3 2018.