Glovista Investments’s New Oriental EDU Stock Holding History

Glovista Investments’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 Q3	–	Sell	-40,129	Closed	-$817K	–	38
2022 Q2	$817K	Buy	+40,129	New	+$550K	0.34%	42
2018 Q3	–	Sell	-12,535	Closed	-$1.19M	–	99
2018 Q2	$1.19M	Buy	+12,535	New	+$1.2M	0.29%	51
2017 Q3	–	Sell	-17,926	Closed	-$1.26M	–	111
2017 Q2	$1.26M	Buy	+17,926	New	+$1.23M	0.28%	49
2016 Q3	–	Sell	-29,353	Closed	-$1.23M	–	92
2016 Q2	$1.23M	Buy	+29,353	New	+$1.16M	0.22%	37

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Glovista Investments's EDU Position: Q3 2022 in Review

Glovista Investments sold out of New Oriental (EDU) in Q3 2022, closing a stake of 40,129 shares — an estimated $817K sold.

Glovista Investments first reported a position in EDU in Q2 2016 and held it in 4 quarters. The position peaked at $1.26M in Q2 2017. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2022.

Glovista Investments reported no remaining New Oriental position as of Q3 2022 after selling out during the quarter.
Glovista Investments sold 40,129 New Oriental shares in Q3 2022, an estimated $817K.
Glovista Investments first reported a position in New Oriental in Q2 2016 and held it in 4 quarters.
Glovista Investments's New Oriental position peaked at $1.26M in Q2 2017.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2022.

Based on Glovista Investments's 13F filing for Q3 2022, filed 14 Nov 2022.