Evoke Wealth’s New Oriental EDU Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-27	Closed	-$1K	–	598
2022 Q3	$1K	Buy	+27	New	+$671	﹤0.01%	1105

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Evoke Wealth's EDU Position: Q4 2022 in Review

Evoke Wealth sold out of New Oriental (EDU) in Q4 2022, closing a stake of 27 shares — an estimated $1K sold.

Evoke Wealth first reported a position in EDU in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 183 funds tracked by Wall St. Rank hold EDU as of Q4 2022.

Evoke Wealth reported no remaining New Oriental position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 27 New Oriental shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in New Oriental in Q3 2022 and held it in 1 quarter.
Evoke Wealth's New Oriental position peaked at $1K in Q3 2022.
183 funds tracked by Wall St. Rank held New Oriental as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.