HDIM
EDU icon

Hanson & Doremus Investment Management’s New Oriental EDU Stock Holding History

Hanson & Doremus 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
-18
Closed -$27K – 493
2021
Q2 		$27K Sell
18
-163
-90% -$19.8K 0.01% 299
2021
Q1 		$25K Hold
181
– – 0.01% 352
2020
Q4 		$34K Hold
181
– – 0.01% 304
2020
Q3 		$27K Sell
181
-69
-28% -$9.97K 0.01% 299
2020
Q2 		$33K Hold
250
– – 0.01% 293
2020
Q1 		$27K Sell
250
-35
-12% -$4.49K 0.01% 314
2019
Q4 		$35K Hold
285
– – 0.01% 314
2019
Q3 		$32K Hold
285
– – 0.01% 309
2019
Q2 		$28K Sell
285
-45
-14% -$4.03K 0.01% 324
2019
Q1 		$30K Hold
330
– – 0.01% 311
2018
Q4 		$18K Hold
330
– – 0.01% 344
2018
Q3 		$24K Hold
330
– – 0.01% 343
2018
Q2 		$31K Hold
330
– – 0.01% 343
2018
Q1 		$29K Hold
330
– – 0.01% 361
2017
Q4 		$31K Hold
330
– – 0.01% 347
2017
Q3 		$29K Sell
330
-65
-16% -$5.3K 0.01% 337
2017
Q2 		$28K Hold
395
– – 0.01% 335
2017
Q1 		$24K Sell
395
-195
-33% -$9.89K 0.01% 335
2016
Q4 		$24.8K Hold
590
– – 0.01% 313
2016
Q3 		$27K Hold
590
– – 0.01% 286
2016
Q2 		$25K Hold
590
– – 0.01% 291
2016
Q1 		$20K Sell
590
-525
-47% -$16.4K 0.01% 311
2015
Q4 		$35K Hold
1,115
– – 0.02% 287
2015
Q3 		$23K Hold
1,115
– – 0.01% 307
2015
Q2 		$27K Hold
1,115
– – 0.01% 305
2015
Q1 		$25K Hold
1,115
– – 0.01% 313
2014
Q4 		$23K Buy
1,115
+590
+112% +$12.8K 0.01% 322
2014
Q3 		$12K Buy
+525
New +$11.7K 0.01% 351

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

Hanson & Doremus Investment Management's EDU Position: Q3 2021 in Review

Hanson & Doremus Investment Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 18 shares — an estimated $27K sold.

Hanson & Doremus Investment Management first reported a position in EDU in Q3 2014 and held it in 28 quarters. The position peaked at $35K in Q4 2019. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Hanson & Doremus Investment Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 18 New Oriental shares in Q3 2021, an estimated $27K.
  • Hanson & Doremus Investment Management first reported a position in New Oriental in Q3 2014 and held it in 28 quarters.
  • Hanson & Doremus Investment Management's New Oriental position peaked at $35K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.