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Evolution Wealth Advisors’s New Oriental EDU Stock Holding History

Evolution Wealth Advisors’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
Q2 		– Sell
-115
Closed -$16K – 640
2021
Q1 		$16K Buy
+115
New +$20.1K ﹤0.01% 328
2020
Q4 		– Sell
-62
Closed -$9K – 592
2020
Q3 		$9K Sell
62
-26
-30% -$3.76K ﹤0.01% 368
2020
Q2 		$11K Sell
88
-37
-30% -$4.51K ﹤0.01% 273
2020
Q1 		$14K Buy
+125
New +$16K 0.01% 182
2019
Q4 		– Sell
-125
Closed -$14K – 640
2019
Q3 		$14K Buy
+125
New +$13.1K 0.01% 137

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Evolution Wealth Advisors's EDU Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 115 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in EDU in Q3 2019 and held it in 5 quarters. The position peaked at $16K in Q1 2021. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 115 New Oriental shares in Q2 2021, an estimated $16K.
  • Evolution Wealth Advisors first reported a position in New Oriental in Q3 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's New Oriental position peaked at $16K in Q1 2021.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.