Handelsinvest Investeringsforvaltning’s New Oriental EDU Stock Holding History

Handelsinvest Investeringsforvaltning’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	-7,450	Closed	-$610K	–	121
2021 Q2	$610K	Hold	7,450	–	–	0.07%	120
2021 Q1	$1.04M	Hold	7,450	–	–	0.13%	123
2020 Q4	$1.38M	Hold	7,450	–	–	0.21%	94
2020 Q3	$1.11M	Sell	7,450 -2,000	-21%	-$289K	0.21%	98
2020 Q2	$1.23M	Hold	9,450	–	–	0.26%	81
2020 Q1	$1.02M	Hold	9,450	–	–	0.27%	80
2019 Q4	$1.15M	Hold	9,450	–	–	0.23%	79
2019 Q3	$1.05M	Hold	9,450	–	–	0.23%	72
2019 Q2	$913K	Hold	9,450	–	–	0.19%	84
2019 Q1	$851K	Hold	9,450	–	–	0.19%	86
2018 Q4	$518K	Sell	9,450 -450	-5%	-$26.1K	0.13%	96
2018 Q3	$732K	Buy	9,900 +6,450	+187%	+$535K	0.15%	90
2018 Q2	$327K	Sell	3,450 -4,350	-56%	-$416K	0.07%	98
2018 Q1	$684K	Sell	7,800 -200	-3%	-$18.6K	0.15%	79
2017 Q4	$752K	Hold	8,000	–	–	0.17%	82
2017 Q3	$706K	Hold	8,000	–	–	0.17%	79
2017 Q2	$563K	Hold	8,000	–	–	0.14%	87
2017 Q1	$483K	Hold	8,000	–	–	0.14%	88
2016 Q4	$337K	Sell	8,000 -38,000	-83%	-$1.79M	0.12%	87
2016 Q3	$2.13M	Buy	46,000 +30,000	+188%	+$1.3M	0.77%	57
2016 Q2	$670K	Buy	+16,000	New	+$632K	0.25%	80

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's EDU Position: Q3 2021 in Review

Handelsinvest Investeringsforvaltning sold out of New Oriental (EDU) in Q3 2021, closing a stake of 7,450 shares — an estimated $610K sold.

Handelsinvest Investeringsforvaltning first reported a position in EDU in Q2 2016 and held it in 21 quarters. The position peaked at $2.13M in Q3 2016. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

Handelsinvest Investeringsforvaltning reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
Handelsinvest Investeringsforvaltning sold 7,450 New Oriental shares in Q3 2021, an estimated $610K.
Handelsinvest Investeringsforvaltning first reported a position in New Oriental in Q2 2016 and held it in 21 quarters.
Handelsinvest Investeringsforvaltning's New Oriental position peaked at $2.13M in Q3 2016.
271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q3 2021, filed 2 Nov 2021.