Fidelity Investments
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Fidelity Investments’s Educational Development Corp EDUC Stock Holding History

Fidelity Investments’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$2 – 5435
2024
Q1 		$2 Buy
+1
New +$2 ﹤0.01% 5327
2021
Q4 		– Sell
-1
Closed – – 4475
2021
Q3 		$0 Buy
+1
New +$11 ﹤0.01% 4500
2021
Q2 		– Sell
-16
Closed – – 4394
2021
Q1 		$0 Hold
16
– – ﹤0.01% 4089
2020
Q4 		$0 Sell
16
-11
-41% -$184 ﹤0.01% 3920
2020
Q3 		$0 Sell
27
-20
-43% -$280 ﹤0.01% 3748
2020
Q2 		$0 Sell
47
-29
-38% -$182 ﹤0.01% 3707
2020
Q1 		$0 Hold
76
– – ﹤0.01% 3752
2019
Q4 		$0 Hold
76
– – ﹤0.01% 3879
2019
Q3 		$0 Sell
76
-299,607
-100% -$1.91M ﹤0.01% 3860
2019
Q2 		$2.1M Sell
299,683
-32,425
-10% -$261K ﹤0.01% 2315
2019
Q1 		$2.51M Hold
332,108
– – ﹤0.01% 2245
2018
Q4 		$2.83M Sell
332,108
-600
-0.2% -$6.44K ﹤0.01% 2201
2018
Q3 		$3.81M Buy
332,708
+2,786
+0.8% +$29.9K ﹤0.01% 2231
2018
Q2 		$3.09M Buy
+329,922
New +$3.79M ﹤0.01% 2262
2016
Q1 		– Sell
-550,000
Closed -$3.04M – 2682
2015
Q4 		$3.04M Sell
550,000
-223,784
-29% -$1.35M ﹤0.01% 2325
2015
Q3 		$2.92M Hold
773,784
– – ﹤0.01% 2327
2015
Q2 		$1.84M Hold
773,784
– – ﹤0.01% 2458
2015
Q1 		$1.6M Hold
773,784
– – ﹤0.01% 2445
2014
Q4 		$1.86M Hold
773,784
– – ﹤0.01% 2437
2014
Q3 		$1.79M Hold
773,784
– – ﹤0.01% 2446
2014
Q2 		$1.52M Hold
773,784
– – ﹤0.01% 2444
2014
Q1 		$1.4M Hold
773,784
– – ﹤0.01% 2428
2013
Q4 		$1.19M Hold
773,784
– – ﹤0.01% 2426
2013
Q3 		$1.05M Hold
773,784
– – ﹤0.01% 2445
2013
Q2 		$1.18M Buy
+773,784
New +$1.37M ﹤0.01% 2391

Other funds holding EDUC

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments's EDUC Position: Q2 2024 in Review

Fidelity Investments sold out of Educational Development Corp (EDUC) in Q2 2024, closing a stake of 1 share — an estimated $2 sold.

Fidelity Investments first reported a position in EDUC in Q2 2013 and held it in 25 quarters. The position peaked at $3.81M in Q3 2018. 20 funds tracked by Wall St. Rank hold EDUC as of Q2 2024.

  • Fidelity Investments reported no remaining Educational Development Corp position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Educational Development Corp share in Q2 2024, an estimated $2.
  • Fidelity Investments first reported a position in Educational Development Corp in Q2 2013 and held it in 25 quarters.
  • Fidelity Investments's Educational Development Corp position peaked at $3.81M in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Educational Development Corp as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.