FG
EDU icon

Formula Growth’s New Oriental EDU Stock Holding History

Formula Growth’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
2022
Q1 		– Sell
-30,000
Closed -$630K – 142
2021
Q4 		$630K Buy
+30,000
New +$647K 0.11% 129
2020
Q2 		– Sell
-2,600
Closed -$281K – 148
2020
Q1 		$281K Buy
2,600
+365
+16% +$46.9K 0.05% 138
2019
Q4 		$271K Sell
2,235
-4,055
-64% -$485K 0.04% 139
2019
Q3 		$697K Sell
6,290
-1,610
-20% -$169K 0.1% 135
2019
Q2 		$763K Buy
+7,900
New +$707K 0.11% 136
2018
Q1 		– Sell
-4,400
Closed -$414K – 152
2017
Q4 		$414K Sell
4,400
-6,100
-58% -$541K 0.05% 130
2017
Q3 		$927K Buy
+10,500
New +$856K 0.15% 122
2016
Q4 		– Sell
-62,235
Closed -$2.88M – 140
2016
Q3 		$2.88M Buy
62,235
+19,235
+45% +$835K 0.65% 51
2016
Q2 		$1.8M Sell
43,000
-31,000
-42% -$1.22M 0.44% 76
2016
Q1 		$2.56M Buy
+74,000
New +$2.31M 0.61% 56

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return