Financial Gravity Asset Management’s New Oriental EDU Stock Holding History

Financial Gravity Asset 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
2021 Q3	–	Hold	0	–	-$8K	–	963
2021 Q2	–	Hold	0	–	–	–	935
2019 Q4	$121K	Sell	18 -4	-18%	-$478	0.08%	248
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	877
2019 Q2	$2K	Sell	22 -28	-56%	-$2.51K	﹤0.01%	887
2019 Q1	$4K	Buy	+50	New	+$3.77K	﹤0.01%	743
2018 Q3	$0	Buy	6 +2	+50%	+$166	﹤0.01%	1446
2018 Q2	$0	Sell	4 -1	-20%	-$96	﹤0.01%	1458
2018 Q1	$0	Buy	+5	New	+$465	﹤0.01%	1416

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Gravity Asset Management's EDU Position: Q3 2021 in Review

Financial Gravity Asset Management held its New Oriental (EDU) position steady in Q3 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Financial Gravity Asset Management first reported a position in EDU in Q1 2018 and has held it in 7 quarters since. The position peaked at $121K in Q4 2019. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

Financial Gravity Asset Management held 0 shares of New Oriental worth $0 as of Q3 2021.
Financial Gravity Asset Management left its New Oriental share count unchanged in Q3 2021.
New Oriental made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #963 holding.
Financial Gravity Asset Management first reported a position in New Oriental in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's New Oriental position peaked at $121K in Q4 2019.
271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.