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Freestone Capital Holdings’s New Oriental EDU Stock Holding History

Freestone Capital Holdings’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
-35
Closed -$6.5K – 587
2020
Q4 		$6.5K Hold
35
– – ﹤0.01% 941
2020
Q3 		$5.23K Buy
+35
New +$5.06K ﹤0.01% 874
2015
Q1 		– Sell
-27,110
Closed -$553K – 189
2014
Q4 		$553K Buy
+27,110
New +$589K 0.09% 125

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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 $3.38T AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Freestone Capital Holdings's EDU Position: Q1 2021 in Review

Freestone Capital Holdings sold out of New Oriental (EDU) in Q1 2021, closing a stake of 35 shares — an estimated $6.5K sold.

Freestone Capital Holdings first reported a position in EDU in Q4 2014 and held it in 3 quarters. The position peaked at $553K in Q4 2014. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Freestone Capital Holdings reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 35 New Oriental shares in Q1 2021, an estimated $6.5K.
  • Freestone Capital Holdings first reported a position in New Oriental in Q4 2014 and held it in 3 quarters.
  • Freestone Capital Holdings's New Oriental position peaked at $553K in Q4 2014.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

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