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GW&K Investment Management’s New Oriental EDU Stock Holding History

GW&K 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
2021
Q3 		– Sell
-44,917
Closed -$3.68M – 385
2021
Q2 		$3.68M Sell
44,917
-87,522
-66% -$10.6M 0.03% 302
2021
Q1 		$18.5M Buy
132,439
+665
+0.5% +$116K 0.17% 198
2020
Q4 		$24.5M Buy
131,774
+2,324
+2% +$391K 0.26% 171
2020
Q3 		$19.4M Buy
129,450
+3,287
+3% +$475K 0.25% 174
2020
Q2 		$16.4M Buy
126,163
+1,052
+0.8% +$128K 0.23% 181
2020
Q1 		$13.5M Sell
125,111
-29,782
-19% -$3.82M 0.24% 163
2019
Q4 		$18.8M Sell
154,893
-16,744
-10% -$2M 0.25% 165
2019
Q3 		$19M Sell
171,637
-13,252
-7% -$1.39M 0.27% 169
2019
Q2 		$17.9M Buy
184,889
+3,895
+2% +$349K 0.27% 167
2019
Q1 		$16.3M Buy
+180,994
New +$13.6M 0.26% 171

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GW&K Investment Management's EDU Position: Q3 2021 in Review

GW&K Investment Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 44,917 shares — an estimated $3.68M sold.

GW&K Investment Management first reported a position in EDU in Q1 2019 and held it in 10 quarters. The position peaked at $24.5M in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • GW&K Investment Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • GW&K Investment Management sold 44,917 New Oriental shares in Q3 2021, an estimated $3.68M.
  • GW&K Investment Management first reported a position in New Oriental in Q1 2019 and held it in 10 quarters.
  • GW&K Investment Management's New Oriental position peaked at $24.5M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on GW&K Investment Management's 13F filing for Q3 2021, filed 10 Nov 2021.