Freedom Investment Management’s New Oriental EDU Stock Holding History

Freedom Investment Management’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 Q2	–	Sell	-1,856	Closed	-$250K	–	601
2020 Q1	$250K	Sell	1,856 -393	-17%	-$50.5K	0.02%	565
2019 Q4	$273K	Sell	2,249 -287	-11%	-$34.3K	0.02%	516
2019 Q3	$281K	Sell	2,536 -752	-23%	-$78.7K	0.02%	529
2019 Q2	$318K	Sell	3,288 -655	-17%	-$58.6K	0.03%	507
2019 Q1	$355K	Buy	+3,943	New	+$297K	0.03%	469
2018 Q1	–	Sell	-3,594	Closed	-$338K	–	1143
2017 Q4	$338K	Buy	3,594 +636	+22%	+$56.4K	0.02%	838
2017 Q3	$261K	Buy	+2,958	New	+$241K	0.01%	911
2016 Q4	–	Sell	-6,757	Closed	-$313K	–	998
2016 Q3	$313K	Buy	+6,757	New	+$293K	0.02%	619

Other funds holding EDU

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

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Freedom Investment Management's EDU Position: Q2 2020 in Review

Freedom Investment Management sold out of New Oriental (EDU) in Q2 2020, closing a stake of 1,856 shares — an estimated $250K sold.

Freedom Investment Management first reported a position in EDU in Q3 2016 and held it in 8 quarters. The position peaked at $355K in Q1 2019. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

Freedom Investment Management reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
Freedom Investment Management sold 1,856 New Oriental shares in Q2 2020, an estimated $250K.
Freedom Investment Management first reported a position in New Oriental in Q3 2016 and held it in 8 quarters.
Freedom Investment Management's New Oriental position peaked at $355K in Q1 2019.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.