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Financial Gravity Companies’s New Oriental EDU Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+19
New +$1.1K ﹤0.01% 1071
2018
Q1 		$0 Sell
5
-13
-72% -$1.21K ﹤0.01% 1456
2017
Q4 		$2K Buy
+18
New +$1.6K ﹤0.01% 918

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $481B AUM 26.39% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Gravity Companies's EDU Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in New Oriental (EDU) in Q4 2018: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EDU as recently as Q1 2018.

Financial Gravity Companies first reported a position in EDU in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q4 2017. 274 funds tracked by Wall St. Rank hold EDU as of Q4 2018.

  • Financial Gravity Companies held 19 shares of New Oriental worth $1K as of Q4 2018.
  • New Oriental was a new Financial Gravity Companies position in Q4 2018.
  • New Oriental made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1071 holding.
  • Financial Gravity Companies first reported a position in New Oriental in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's New Oriental position peaked at $2K in Q4 2017.
  • 274 funds tracked by Wall St. Rank held New Oriental as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.