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Essex Savings Bank’s New Oriental EDU Stock Holding History

Essex Savings Bank’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
-83
Closed -$8K – 300
2019
Q2 		$8K Hold
83
– – ﹤0.01% 668
2019
Q1 		$7K Hold
83
– – ﹤0.01% 533
2018
Q4 		$5K Buy
+83
New +$4.81K ﹤0.01% 564

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

Essex Savings Bank's EDU Position: Q3 2019 in Review

Essex Savings Bank sold out of New Oriental (EDU) in Q3 2019, closing a stake of 83 shares — an estimated $8K sold.

Essex Savings Bank first reported a position in EDU in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 355 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

  • Essex Savings Bank reported no remaining New Oriental position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 83 New Oriental shares in Q3 2019, an estimated $8K.
  • Essex Savings Bank first reported a position in New Oriental in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's New Oriental position peaked at $8K in Q2 2019.
  • 355 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.