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IQ EQ Fund Management’s New Oriental EDU Stock Holding History

IQ EQ Fund 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
2022
Q1 		– Sell
-42,102
Closed -$884K – 213
2021
Q4 		$884K Buy
42,102
+1,903
+5% +$41.1K 0.14% 152
2021
Q3 		$824K Buy
40,199
+27,770
+223% +$882K 0.13% 159
2021
Q2 		$1.02M Buy
12,429
+4,001
+47% +$486K 0.16% 155
2021
Q1 		$1.18M Buy
8,428
+3,953
+88% +$691K 0.21% 150
2020
Q4 		$831K Buy
+4,475
New +$753K 0.19% 122

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IQ EQ Fund Management's EDU Position: Q1 2022 in Review

IQ EQ Fund Management sold out of New Oriental (EDU) in Q1 2022, closing a stake of 42,102 shares — an estimated $884K sold.

IQ EQ Fund Management first reported a position in EDU in Q4 2020 and held it in 5 quarters. The position peaked at $1.18M in Q1 2021. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

  • IQ EQ Fund Management reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
  • IQ EQ Fund Management sold 42,102 New Oriental shares in Q1 2022, an estimated $884K.
  • IQ EQ Fund Management first reported a position in New Oriental in Q4 2020 and held it in 5 quarters.
  • IQ EQ Fund Management's New Oriental position peaked at $1.18M in Q1 2021.
  • 194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on IQ EQ Fund Management's 13F filing for Q1 2022, filed 28 Apr 2022.