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FDx Advisors’s New Oriental EDU Stock Holding History

FDx 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
Q3 		– Sell
-5,626
Closed -$461K – 817
2021
Q2 		$461K Buy
5,626
+275
+5% +$33.4K 0.02% 525
2021
Q1 		$749K Buy
5,351
+3,730
+230% +$652K 0.03% 365
2020
Q4 		$301K Buy
1,621
+10
+0.6% +$1.68K 0.01% 570
2020
Q3 		$241K Sell
1,611
-161
-9% -$23.3K 0.01% 541
2020
Q2 		$231K Sell
1,772
-290
-14% -$35.3K 0.01% 507
2020
Q1 		$223K Buy
2,062
+351
+21% +$45.1K 0.01% 449
2019
Q4 		$207K Sell
1,711
-1,656
-49% -$198K 0.01% 583
2019
Q3 		$373K Sell
3,367
-2,072
-38% -$217K 0.03% 418
2019
Q2 		$525K Buy
5,439
+846
+18% +$75.7K 0.02% 467
2019
Q1 		$414K Buy
+4,593
New +$346K 0.02% 498
2018
Q4 		– Sell
-3,028
Closed -$224K – 604
2018
Q3 		$224K Sell
3,028
-144
-5% -$11.9K 0.01% 796
2018
Q2 		$300K Sell
3,172
-6,163
-66% -$590K 0.01% 723
2018
Q1 		$818K Sell
9,335
-730
-7% -$67.9K 0.02% 577
2017
Q4 		$946K Buy
10,065
+332
+3% +$29.5K 0.03% 568
2017
Q3 		$859K Sell
9,733
-5,435
-36% -$443K 0.02% 575
2017
Q2 		$1.07M Sell
15,168
-898
-6% -$61.7K 0.03% 493
2017
Q1 		$970K Sell
16,066
-2,228
-12% -$113K 0.03% 539
2016
Q4 		$770K Sell
18,294
-982
-5% -$46.3K 0.02% 614
2016
Q3 		$894K Sell
19,276
-5,923
-24% -$257K 0.04% 422
2016
Q2 		$1.05M Sell
25,199
-5,236
-17% -$207K 0.05% 342
2016
Q1 		$1.05M Buy
30,435
+155
+0.5% +$4.84K 0.05% 344
2015
Q4 		$950K Buy
30,280
+8,620
+40% +$243K 0.04% 361
2015
Q3 		$438K Sell
21,660
-6,913
-24% -$148K 0.04% 500
2015
Q2 		$701K Buy
+28,573
New +$708K 0.03% 452
2014
Q3 		– Sell
-12,913
Closed -$343K – 960
2014
Q2 		$343K Buy
12,913
+5,695
+79% +$147K 0.02% 731
2014
Q1 		$212K Buy
+7,218
New +$217K 0.02% 715

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

FDx Advisors's EDU Position: Q3 2021 in Review

FDx Advisors sold out of New Oriental (EDU) in Q3 2021, closing a stake of 5,626 shares — an estimated $461K sold.

FDx Advisors first reported a position in EDU in Q1 2014 and held it in 26 quarters. The position peaked at $1.07M in Q2 2017. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • FDx Advisors reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • FDx Advisors sold 5,626 New Oriental shares in Q3 2021, an estimated $461K.
  • FDx Advisors first reported a position in New Oriental in Q1 2014 and held it in 26 quarters.
  • FDx Advisors's New Oriental position peaked at $1.07M in Q2 2017.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on FDx Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.