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Financial Counselors Inc’s New Oriental EDU Stock Holding History

Financial Counselors Inc’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
-1,738
Closed -$142K – 542
2021
Q2 		$142K Sell
1,738
-126
-7% -$15.3K ﹤0.01% 520
2021
Q1 		$261K Sell
1,864
-63
-3% -$11K 0.01% 471
2020
Q4 		$358K Sell
1,927
-105
-5% -$17.7K 0.01% 404
2020
Q3 		$304K Sell
2,032
-373
-16% -$53.9K 0.01% 403
2020
Q2 		$313K Sell
2,405
-284
-11% -$34.6K 0.01% 408
2020
Q1 		$291K Sell
2,689
-21
-0.8% -$2.7K 0.01% 366
2019
Q4 		$329K Buy
2,710
+164
+6% +$19.6K 0.01% 402
2019
Q3 		$282K Sell
2,546
-1,066
-30% -$112K 0.01% 426
2019
Q2 		$349K Sell
3,612
-36
-1% -$3.22K 0.01% 374
2019
Q1 		$329K Sell
3,648
-579
-14% -$43.6K 0.01% 372
2018
Q4 		$232K Hold
4,227
– – 0.01% 409
2018
Q3 		$313K Buy
4,227
+6
+0.1% +$498 0.01% 393
2018
Q2 		$400K Sell
4,221
-19
-0.4% -$1.82K 0.02% 358
2018
Q1 		$372K Hold
4,240
– – 0.02% 365
2017
Q4 		$399K Hold
4,240
– – 0.02% 363
2017
Q3 		$374K Sell
4,240
-3,177
-43% -$259K 0.02% 367
2017
Q2 		$523K Buy
7,417
+76
+1% +$5.22K 0.03% 334
2017
Q1 		$443K Hold
7,341
– – 0.02% 348
2016
Q4 		$309K Buy
+7,341
New +$346K 0.02% 392
2016
Q2 		$344K Hold
8,217
– – 0.02% 353
2016
Q1 		$284K Sell
8,217
-320
-4% -$10K 0.02% 369
2015
Q4 		$268K Sell
8,537
-1,817
-18% -$51.2K 0.02% 372
2015
Q3 		$209K Buy
+10,354
New +$222K 0.01% 402

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

Financial Counselors Inc's EDU Position: Q3 2021 in Review

Financial Counselors Inc sold out of New Oriental (EDU) in Q3 2021, closing a stake of 1,738 shares — an estimated $142K sold.

Financial Counselors Inc first reported a position in EDU in Q3 2015 and held it in 23 quarters. The position peaked at $523K in Q2 2017. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Financial Counselors Inc reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Financial Counselors Inc sold 1,738 New Oriental shares in Q3 2021, an estimated $142K.
  • Financial Counselors Inc first reported a position in New Oriental in Q3 2015 and held it in 23 quarters.
  • Financial Counselors Inc's New Oriental position peaked at $523K in Q2 2017.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Financial Counselors Inc's 13F filing for Q3 2021, filed 26 Oct 2021.