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Haberer Registered Investment Advisor’s New Oriental EDU Stock Holding History

Haberer Registered Investment Advisor’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
2014
Q4 		– Sell
-3
Closed – – 339
2014
Q3 		$0 Hold
3
– – ﹤0.01% 406
2014
Q2 		$0 Hold
3
– – ﹤0.01% 426
2014
Q1 		$0 Hold
3
– – ﹤0.01% 416
2013
Q4 		$0 Hold
3
– – ﹤0.01% 431
2013
Q3 		$0 Hold
3
– – ﹤0.01% 472
2013
Q2 		$0 Buy
+3
New +$59 ﹤0.01% 485

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Haberer Registered Investment Advisor's EDU Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of New Oriental (EDU) in Q4 2014, closing a stake of 3 shares.

Haberer Registered Investment Advisor first reported a position in EDU in Q2 2013 and held it in 6 quarters. The position peaked at $0 in Q3 2014. 134 funds tracked by Wall St. Rank hold EDU as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining New Oriental position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 3 New Oriental shares in Q4 2014.
  • Haberer Registered Investment Advisor first reported a position in New Oriental in Q2 2013 and held it in 6 quarters.
  • Haberer Registered Investment Advisor's New Oriental position peaked at $0 in Q3 2014.
  • 134 funds tracked by Wall St. Rank held New Oriental as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.