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Independent Advisor Alliance’s New Oriental EDU Stock Holding History

Independent Advisor Alliance’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
2022
Q2 		– Sell
-2,246
Closed -$26K – 643
2022
Q1 		$26K Sell
2,246
-339
-13% -$4.93K ﹤0.01% 651
2021
Q4 		$54K Sell
2,585
-504
-16% -$10.9K ﹤0.01% 654
2021
Q3 		$63K Sell
3,089
-637
-17% -$20.2K ﹤0.01% 618
2021
Q2 		$305K Sell
3,726
-120
-3% -$14.6K 0.02% 502
2021
Q1 		$538K Buy
3,846
+3
+0.1% +$524 0.03% 355
2020
Q4 		$714K Buy
3,843
+59
+2% +$9.93K 0.05% 278
2020
Q3 		$566K Buy
3,784
+29
+0.8% +$4.19K 0.04% 261
2020
Q2 		$489K Buy
+3,755
New +$458K 0.05% 272

Other funds holding EDU

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Independent Advisor Alliance's EDU Position: Q2 2022 in Review

Independent Advisor Alliance sold out of New Oriental (EDU) in Q2 2022, closing a stake of 2,246 shares — an estimated $26K sold.

Independent Advisor Alliance first reported a position in EDU in Q2 2020 and held it in 8 quarters. The position peaked at $714K in Q4 2020. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

  • Independent Advisor Alliance reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,246 New Oriental shares in Q2 2022, an estimated $26K.
  • Independent Advisor Alliance first reported a position in New Oriental in Q2 2020 and held it in 8 quarters.
  • Independent Advisor Alliance's New Oriental position peaked at $714K in Q4 2020.
  • 153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.