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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
-800
Closed -$112K – 135
2021
Q1 		$112K Sell
800
-800
-50% -$140K 0.05% 121
2020
Q4 		$297K Sell
1,600
-2,900
-64% -$488K 0.14% 117
2020
Q3 		$673K Sell
4,500
-100
-2% -$14.4K 0.26% 73
2020
Q2 		$599K Buy
+4,600
New +$560K 0.26% 83
2020
Q1 		– Sell
-4,700
Closed -$570K – 97
2019
Q4 		$570K Buy
+4,700
New +$562K 0.24% 103

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $25.5B AUM 26.46% 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.