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Henshaw Capital’s New Oriental EDU Stock Holding History

Henshaw 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
2021
Q2 		– Sell
-1,036
Closed -$145K – 356
2021
Q1 		$145K Sell
1,036
-1,757
-63% -$307K 0.01% 341
2020
Q4 		$519K Sell
2,793
-295
-10% -$49.6K 0.04% 158
2020
Q3 		$462K Hold
3,088
– – 0.04% 165
2020
Q2 		$402K Hold
3,088
– – 0.03% 172
2020
Q1 		$334K Buy
+3,088
New +$396K 0.03% 182

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Henshaw Capital's EDU Position: Q2 2021 in Review

Henshaw Capital sold out of New Oriental (EDU) in Q2 2021, closing a stake of 1,036 shares — an estimated $145K sold.

Henshaw Capital first reported a position in EDU in Q1 2020 and held it in 5 quarters. The position peaked at $519K in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Henshaw Capital reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Henshaw Capital sold 1,036 New Oriental shares in Q2 2021, an estimated $145K.
  • Henshaw Capital first reported a position in New Oriental in Q1 2020 and held it in 5 quarters.
  • Henshaw Capital's New Oriental position peaked at $519K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Henshaw Capital's 13F filing for Q2 2021, filed 28 May 2026.