Icon Wealth Partners’s New Oriental EDU Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-341	Closed	-$31K	–	326
2019 Q1	$31K	Buy	+341	New	+$25.7K	0.01%	462

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

Icon Wealth Partners's EDU Position: Q2 2019 in Review

Icon Wealth Partners sold out of New Oriental (EDU) in Q2 2019, closing a stake of 341 shares — an estimated $31K sold.

Icon Wealth Partners first reported a position in EDU in Q1 2019 and held it in 1 quarter. The position peaked at $31K in Q1 2019. 336 funds tracked by Wall St. Rank hold EDU as of Q2 2019.

Icon Wealth Partners reported no remaining New Oriental position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 341 New Oriental shares in Q2 2019, an estimated $31K.
Icon Wealth Partners first reported a position in New Oriental in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's New Oriental position peaked at $31K in Q1 2019.
336 funds tracked by Wall St. Rank held New Oriental as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.