Ground Swell Capital’s New Oriental EDU Stock Holding History

Ground Swell Capital’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 Q2	–	Sell	-1,824	Closed	-$21K	–	152
2022 Q1	$21K	Buy	+1,824	New	+$26.6K	0.05%	61
2021 Q4	–	Sell	-1,298	Closed	-$27K	–	84
2021 Q3	$27K	Buy	+1,298	New	+$41.2K	0.12%	57

Other funds holding EDU

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

Alkeon Capital Management New York $74.1B AUM 71.18% 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

YCM

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

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

SCM

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

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

Ground Swell Capital's EDU Position: Q2 2022 in Review

Ground Swell Capital sold out of New Oriental (EDU) in Q2 2022, closing a stake of 1,824 shares — an estimated $21K sold.

Ground Swell Capital first reported a position in EDU in Q3 2021 and held it in 2 quarters. The position peaked at $27K in Q3 2021. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

Ground Swell Capital reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
Ground Swell Capital sold 1,824 New Oriental shares in Q2 2022, an estimated $21K.
Ground Swell Capital first reported a position in New Oriental in Q3 2021 and held it in 2 quarters.
Ground Swell Capital's New Oriental position peaked at $27K in Q3 2021.
153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Ground Swell Capital's 13F filing for Q2 2022, filed 11 Aug 2022.