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Epoch Investment Partners’s New Oriental EDU Stock Holding History

Epoch Investment Partners’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
-9,983
Closed -$818K – 354
2021
Q2 		$818K Buy
9,983
+4,601
+85% +$558K ﹤0.01% 309
2021
Q1 		$753K Hold
5,382
– – ﹤0.01% 308
2020
Q4 		$1M Buy
+5,382
New +$906K ﹤0.01% 307
2020
Q2 		– Sell
-55,963
Closed -$6.06M – 290
2020
Q1 		$6.06M Buy
55,963
+29,522
+112% +$3.79M 0.04% 221
2019
Q4 		$3.21M Buy
+26,441
New +$3.16M 0.01% 259

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

Epoch Investment Partners's EDU Position: Q3 2021 in Review

Epoch Investment Partners sold out of New Oriental (EDU) in Q3 2021, closing a stake of 9,983 shares — an estimated $818K sold.

Epoch Investment Partners first reported a position in EDU in Q4 2019 and held it in 5 quarters. The position peaked at $6.06M in Q1 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Epoch Investment Partners reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Epoch Investment Partners sold 9,983 New Oriental shares in Q3 2021, an estimated $818K.
  • Epoch Investment Partners first reported a position in New Oriental in Q4 2019 and held it in 5 quarters.
  • Epoch Investment Partners's New Oriental position peaked at $6.06M in Q1 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Epoch Investment Partners's 13F filing for Q3 2021, filed 12 Nov 2021.