EWM
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Executive Wealth Management’s New Oriental EDU Stock Holding History

Executive Wealth Management’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
-100
Closed -$10K – 317
2019
Q2 		$10K Buy
+100
New +$8.95K ﹤0.01% 609

Other funds holding EDU

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BlackRock New York $6.73T AUM 46.02% 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 $550B AUM 43.33% 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 $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Executive Wealth Management's EDU Position: Q3 2019 in Review

Executive Wealth Management sold out of New Oriental (EDU) in Q3 2019, closing a stake of 100 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in EDU in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 357 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

  • Executive Wealth Management reported no remaining New Oriental position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 100 New Oriental shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in New Oriental in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's New Oriental position peaked at $10K in Q2 2019.
  • 357 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.