IAA
EDU icon

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 $5.12B AUM 15.99% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $63.9B AUM 45.56% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return