Greystone Financial Group’s New Oriental EDU Stock Holding History

Greystone Financial 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
2021 Q1	–	Sell	-3,560	Closed	-$665K	–	91
2020 Q4	$665K	Buy	+3,560	New	+$599K	0.18%	72

Other funds holding EDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Greystone Financial Group's EDU Position: Q1 2021 in Review

Greystone Financial Group sold out of New Oriental (EDU) in Q1 2021, closing a stake of 3,560 shares — an estimated $665K sold.

Greystone Financial Group first reported a position in EDU in Q4 2020 and held it in 1 quarter. The position peaked at $665K in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

Greystone Financial Group reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
Greystone Financial Group sold 3,560 New Oriental shares in Q1 2021, an estimated $665K.
Greystone Financial Group first reported a position in New Oriental in Q4 2020 and held it in 1 quarter.
Greystone Financial Group's New Oriental position peaked at $665K in Q4 2020.
438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Greystone Financial Group's 13F filing for Q1 2021, filed 13 May 2021.