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Fortress Investment Group’s New Oriental EDU Stock Holding History

Fortress Investment Group’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
2013
Q4 		– Sell
-292,809
Closed -$7.29M – 161
2013
Q3 		$7.29M Sell
292,809
-292,899
-50% -$6.69M 0.14% 27
2013
Q2 		$13M Buy
+585,708
New +$11.5M 0.32% 18

Other funds holding EDU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fortress Investment Group's EDU Position: Q4 2013 in Review

Fortress Investment Group sold out of New Oriental (EDU) in Q4 2013, closing a stake of 292,809 shares — an estimated $7.29M sold.

Fortress Investment Group first reported a position in EDU in Q2 2013 and held it in 2 quarters. The position peaked at $13M in Q2 2013. 136 funds tracked by Wall St. Rank hold EDU as of Q4 2013.

  • Fortress Investment Group reported no remaining New Oriental position as of Q4 2013 after selling out during the quarter.
  • Fortress Investment Group sold 292,809 New Oriental shares in Q4 2013, an estimated $7.29M.
  • Fortress Investment Group first reported a position in New Oriental in Q2 2013 and held it in 2 quarters.
  • Fortress Investment Group's New Oriental position peaked at $13M in Q2 2013.
  • 136 funds tracked by Wall St. Rank held New Oriental as of Q4 2013.

Based on Fortress Investment Group's 13F filing for Q4 2013, filed 14 Feb 2014.