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Flagship Harbor Advisors’s New Oriental EDU Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-217
Closed -$32K – 847
2020
Q3 		$32K Sell
217
-11
-5% -$1.59K ﹤0.01% 982
2020
Q2 		$29K Buy
228
+99
+77% +$12.1K ﹤0.01% 1010
2020
Q1 		$14K Hold
129
– – ﹤0.01% 1129
2019
Q4 		$16K Buy
129
+84
+187% +$10K ﹤0.01% 1172
2019
Q3 		$4K Buy
+45
New +$4.71K ﹤0.01% 1538

Other funds holding EDU

CC
Cederberg Capital London, United Kingdom $100M AUM 90.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flagship Harbor Advisors's EDU Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of New Oriental (EDU) in Q4 2020, closing a stake of 217 shares — an estimated $32K sold.

Flagship Harbor Advisors first reported a position in EDU in Q3 2019 and held it in 5 quarters. The position peaked at $32K in Q3 2020. 439 funds tracked by Wall St. Rank hold EDU as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining New Oriental position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 217 New Oriental shares in Q4 2020, an estimated $32K.
  • Flagship Harbor Advisors first reported a position in New Oriental in Q3 2019 and held it in 5 quarters.
  • Flagship Harbor Advisors's New Oriental position peaked at $32K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held New Oriental as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.