EFSCE
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Enterprise Financial Services Corp (EFSC)’s New Oriental EDU Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q3 		– Sell
-68
Closed -$6K – 629
2021
Q2 		$6K Hold
68
– – ﹤0.01% 880
2021
Q1 		$10K Hold
68
– – ﹤0.01% 767
2020
Q4 		$13K Sell
68
-44
-39% -$7.41K ﹤0.01% 660
2020
Q3 		$17K Hold
112
– – ﹤0.01% 580
2020
Q2 		$15K Buy
112
+10
+10% +$1.22K ﹤0.01% 605
2020
Q1 		$11K Buy
102
+7
+7% +$899 ﹤0.01% 618
2019
Q4 		$12K Hold
95
– – ﹤0.01% 689
2019
Q3 		$11K Hold
95
– – ﹤0.01% 689
2019
Q2 		$9K Buy
95
+11
+13% +$985 ﹤0.01% 762
2019
Q1 		$8K Hold
84
– – ﹤0.01% 790
2018
Q4 		$5K Buy
84
+40
+91% +$2.32K ﹤0.01% 650
2018
Q3 		$3K Sell
44
-29
-40% -$2.4K ﹤0.01% 828
2018
Q2 		$7K Buy
73
+29
+66% +$2.77K ﹤0.01% 651
2018
Q1 		$4K Hold
44
– – ﹤0.01% 749
2017
Q4 		$4K Hold
44
– – ﹤0.01% 724
2017
Q3 		$4K Hold
44
– – ﹤0.01% 735
2017
Q2 		$3K Sell
44
-24
-35% -$1.65K ﹤0.01% 782
2017
Q1 		$4K Hold
68
– – ﹤0.01% 798
2016
Q4 		$3K Hold
68
– – ﹤0.01% 839
2016
Q3 		$3K Hold
68
– – ﹤0.01% 804
2016
Q2 		$3K Hold
68
– – ﹤0.01% 772
2016
Q1 		$2K Buy
+68
New +$2.12K ﹤0.01% 856

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s EDU Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of New Oriental (EDU) in Q3 2021, closing a stake of 68 shares — an estimated $6K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EDU in Q1 2016 and held it in 22 quarters. The position peaked at $17K in Q3 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 68 New Oriental shares in Q3 2021, an estimated $6K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in New Oriental in Q1 2016 and held it in 22 quarters.
  • Enterprise Financial Services Corp (EFSC)'s New Oriental position peaked at $17K in Q3 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.