First Foundation Advisors’s New Oriental EDU Stock Holding History

First Foundation Advisors’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
2019 Q1	–	Sell	-30,000	Closed	-$1.64M	–	343
2018 Q4	$1.64M	Buy	30,000 +10,900	+57%	+$631K	0.1%	124
2018 Q3	$1.41M	Sell	19,100 -3,000	-14%	-$249K	0.08%	140
2018 Q2	$2.09M	Sell	22,100 -4,300	-16%	-$411K	0.12%	103
2018 Q1	$2.31M	Sell	26,400 -28,000	-51%	-$2.61M	0.13%	100
2017 Q4	$5.11M	Hold	54,400	–	–	0.28%	59
2017 Q3	$4.8M	Buy	54,400 +30,000	+123%	+$2.44M	0.27%	62
2017 Q2	$1.72M	Buy	24,400 +9,000	+58%	+$618K	0.1%	118
2017 Q1	$930K	Buy	15,400 +4,000	+35%	+$203K	0.06%	145
2016 Q4	$480K	Hold	11,400	–	–	0.03%	203
2016 Q3	$529K	Buy	+11,400	New	+$495K	0.04%	191

Other funds holding EDU

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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