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IronBridge Private Wealth’s New Oriental EDU Stock Holding History

IronBridge Private Wealth’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
Q2 		– Sell
-177
Closed -$25K – 282
2021
Q1 		$25K Hold
177
– – 0.02% 91
2020
Q4 		$33K Buy
+177
New +$29.8K 0.02% 70

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

IronBridge Private Wealth's EDU Position: Q2 2021 in Review

IronBridge Private Wealth sold out of New Oriental (EDU) in Q2 2021, closing a stake of 177 shares — an estimated $25K sold.

IronBridge Private Wealth first reported a position in EDU in Q4 2020 and held it in 2 quarters. The position peaked at $33K in Q4 2020. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • IronBridge Private Wealth reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 177 New Oriental shares in Q2 2021, an estimated $25K.
  • IronBridge Private Wealth first reported a position in New Oriental in Q4 2020 and held it in 2 quarters.
  • IronBridge Private Wealth's New Oriental position peaked at $33K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on IronBridge Private Wealth's 13F filing for Q2 2021, filed 1 Sep 2021.