Founders Financial Alliance’s New Oriental EDU Stock Holding History

Founders Financial Alliance’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	-48	Closed	-$7K	–	657
2020 Q3	$7K	Buy	+48	New	+$6.93K	﹤0.01%	873

Other funds holding EDU

Cederberg Capital London, United Kingdom $100M AUM 90.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Founders Financial Alliance's EDU Position: Q4 2020 in Review

Founders Financial Alliance sold out of New Oriental (EDU) in Q4 2020, closing a stake of 48 shares — an estimated $7K sold.

Founders Financial Alliance first reported a position in EDU in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 439 funds tracked by Wall St. Rank hold EDU as of Q4 2020.

Founders Financial Alliance reported no remaining New Oriental position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 48 New Oriental shares in Q4 2020, an estimated $7K.
Founders Financial Alliance first reported a position in New Oriental in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's New Oriental position peaked at $7K in Q3 2020.
439 funds tracked by Wall St. Rank held New Oriental as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.