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FORA Capital’s New Oriental EDU Stock Holding History

FORA Capital’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
Q1 		– Sell
-6,937
Closed -$1.29M – 857
2020
Q4 		$1.29M Buy
6,937
+6,572
+1,801% +$1.11M 0.2% 118
2020
Q3 		$55K Sell
365
-4,291
-92% -$620K 0.04% 419
2020
Q2 		$606K Buy
+4,656
New +$567K 0.21% 129
2020
Q1 		– Sell
-2,196
Closed -$266K – 1107
2019
Q4 		$266K Buy
+2,196
New +$263K 0.03% 547

Other funds holding EDU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FORA Capital's EDU Position: Q1 2021 in Review

FORA Capital sold out of New Oriental (EDU) in Q1 2021, closing a stake of 6,937 shares — an estimated $1.29M sold.

FORA Capital first reported a position in EDU in Q4 2019 and held it in 4 quarters. The position peaked at $1.29M in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • FORA Capital reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • FORA Capital sold 6,937 New Oriental shares in Q1 2021, an estimated $1.29M.
  • FORA Capital first reported a position in New Oriental in Q4 2019 and held it in 4 quarters.
  • FORA Capital's New Oriental position peaked at $1.29M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.