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Hermes Investment Management’s New Oriental EDU Stock Holding History

Hermes 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
2017
Q1 		– Sell
-602,205
Closed -$25.4M – 184
2016
Q4 		$25.4M Buy
+602,205
New +$28.4M 0.43% 91
2016
Q2 		– Sell
-621,103
Closed -$21.6M – 225
2016
Q1 		$21.6M Sell
621,103
-216,629
-26% -$6.77M 0.45% 91
2015
Q4 		$26.3M Buy
+837,732
New +$23.6M 0.59% 72

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hermes Investment Management's EDU Position: Q1 2017 in Review

Hermes Investment Management sold out of New Oriental (EDU) in Q1 2017, closing a stake of 602,205 shares — an estimated $25.4M sold.

Hermes Investment Management first reported a position in EDU in Q4 2015 and held it in 3 quarters. The position peaked at $26.3M in Q4 2015. 251 funds tracked by Wall St. Rank hold EDU as of Q1 2017.

  • Hermes Investment Management reported no remaining New Oriental position as of Q1 2017 after selling out during the quarter.
  • Hermes Investment Management sold 602,205 New Oriental shares in Q1 2017, an estimated $25.4M.
  • Hermes Investment Management first reported a position in New Oriental in Q4 2015 and held it in 3 quarters.
  • Hermes Investment Management's New Oriental position peaked at $26.3M in Q4 2015.
  • 251 funds tracked by Wall St. Rank held New Oriental as of Q1 2017.

Based on Hermes Investment Management's 13F filing for Q1 2017, filed 21 Apr 2017.