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Institutional & Family Asset Management’s New Oriental EDU Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-103
Closed -$8K – 923
2021
Q2 		$8K Buy
103
+28
+37% +$3.4K ﹤0.01% 631
2021
Q1 		$11K Sell
75
-4
-5% -$699 ﹤0.01% 554
2020
Q4 		$15K Buy
79
+5
+7% +$841 ﹤0.01% 473
2020
Q3 		$11K Sell
74
-19
-20% -$2.75K ﹤0.01% 471
2020
Q2 		$12K Sell
93
-5
-5% -$609 ﹤0.01% 462
2020
Q1 		$11K Sell
98
-76
-44% -$9.76K ﹤0.01% 438
2019
Q4 		$21K Sell
174
-16
-8% -$1.91K ﹤0.01% 427
2019
Q3 		$21K Hold
190
– – ﹤0.01% 397
2019
Q2 		$18K Buy
190
+77
+68% +$6.89K ﹤0.01% 433
2019
Q1 		$10K Buy
+113
New +$8.51K ﹤0.01% 501
2018
Q4 		– Sell
-63
Closed -$5K – 837
2018
Q3 		$5K Buy
63
+24
+62% +$1.99K ﹤0.01% 609
2018
Q2 		$4K Hold
39
– – ﹤0.01% 633
2018
Q1 		$3K Buy
+39
New +$3.63K ﹤0.01% 657

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Institutional & Family Asset Management's EDU Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 103 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in EDU in Q1 2018 and held it in 13 quarters. The position peaked at $21K in Q4 2019. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 103 New Oriental shares in Q3 2021, an estimated $8K.
  • Institutional & Family Asset Management first reported a position in New Oriental in Q1 2018 and held it in 13 quarters.
  • Institutional & Family Asset Management's New Oriental position peaked at $21K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.