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Insight Capital Research & Management’s New Oriental EDU Stock Holding History

Insight Capital Research & 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
2016
Q4 		– Sell
-39,254
Closed -$1.82M – 118
2016
Q3 		$1.82M Buy
+39,254
New +$1.7M 0.81% 62

Other funds holding EDU

Schroder Investment Management Group
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Insight Capital Research & Management's EDU Position: Q4 2016 in Review

Insight Capital Research & Management sold out of New Oriental (EDU) in Q4 2016, closing a stake of 39,254 shares — an estimated $1.82M sold.

Insight Capital Research & Management first reported a position in EDU in Q3 2016 and held it in 1 quarter. The position peaked at $1.82M in Q3 2016. 250 funds tracked by Wall St. Rank hold EDU as of Q4 2016.

  • Insight Capital Research & Management reported no remaining New Oriental position as of Q4 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 39,254 New Oriental shares in Q4 2016, an estimated $1.82M.
  • Insight Capital Research & Management first reported a position in New Oriental in Q3 2016 and held it in 1 quarter.
  • Insight Capital Research & Management's New Oriental position peaked at $1.82M in Q3 2016.
  • 250 funds tracked by Wall St. Rank held New Oriental as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.