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HMS Capital Management’s New Oriental EDU Stock Holding History

HMS Capital 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
Q2 		– Sell
-10,801
Closed -$1.51M – 134
2021
Q1 		$1.51M Sell
10,801
-741
-6% -$129K 0.64% 35
2020
Q4 		$2.15M Buy
11,542
+309
+3% +$52K 0.98% 25
2020
Q3 		$1.68M Sell
11,233
-361
-3% -$52.2K 0.65% 31
2020
Q2 		$1.51M Buy
11,594
+3,365
+41% +$410K 0.66% 32
2020
Q1 		$891K Sell
8,229
-5,158
-39% -$662K 0.87% 28
2019
Q4 		$1.62M Buy
+13,387
New +$1.6M 0.68% 35
2018
Q3 		– Sell
-2,653
Closed -$251K – 208
2018
Q2 		$251K Buy
+2,653
New +$254K 0.14% 160

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

HMS Capital Management's EDU Position: Q2 2021 in Review

HMS Capital Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 10,801 shares — an estimated $1.51M sold.

HMS Capital Management first reported a position in EDU in Q2 2018 and held it in 7 quarters. The position peaked at $2.15M in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • HMS Capital Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • HMS Capital Management sold 10,801 New Oriental shares in Q2 2021, an estimated $1.51M.
  • HMS Capital Management first reported a position in New Oriental in Q2 2018 and held it in 7 quarters.
  • HMS Capital Management's New Oriental position peaked at $2.15M in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on HMS Capital Management's 13F filing for Q2 2021, filed 13 Jul 2021.