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Financial Perspectives’s New Oriental EDU Stock Holding History

Financial Perspectives’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
Q4 		– Sell
-177
Closed -$3.63K – 659
2021
Q3 		$3.63K Hold
177
– – ﹤0.01% 549
2021
Q2 		$14.5K Hold
177
– – 0.01% 421
2021
Q1 		$24.8K Hold
177
– – 0.01% 334
2020
Q4 		$32.9K Buy
177
+88
+99% +$14.8K 0.02% 272
2020
Q3 		$13.3K Hold
89
– – 0.01% 339
2020
Q2 		$11.6K Hold
89
– – 0.01% 335
2020
Q1 		$9.63K Buy
+89
New +$11.4K 0.01% 329

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Perspectives's EDU Position: Q4 2021 in Review

Financial Perspectives sold out of New Oriental (EDU) in Q4 2021, closing a stake of 177 shares — an estimated $3.63K sold.

Financial Perspectives first reported a position in EDU in Q1 2020 and held it in 7 quarters. The position peaked at $32.9K in Q4 2020. 246 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

  • Financial Perspectives reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
  • Financial Perspectives sold 177 New Oriental shares in Q4 2021, an estimated $3.63K.
  • Financial Perspectives first reported a position in New Oriental in Q1 2020 and held it in 7 quarters.
  • Financial Perspectives's New Oriental position peaked at $32.9K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on Financial Perspectives's 13F filing for Q4 2021, filed 10 Jan 2024.