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J. Goldman & Co’s New Oriental EDU Stock Holding History

J. Goldman & Co’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
-45,000
Closed -$945K – 384
2021
Q4 		$945K Buy
+45,000
New +$971K 0.05% 256
2021
Q3 		– Sell
-29,250
Closed -$2.4M – 374
2021
Q2 		$2.4M Buy
+29,250
New +$3.55M 0.09% 211
2017
Q4 		– Sell
-20,500
Closed -$1.81M – 361
2017
Q3 		$1.81M Buy
+20,500
New +$1.67M 0.09% 203

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

J. Goldman & Co's EDU Position: Q1 2022 in Review

J. Goldman & Co sold out of New Oriental (EDU) in Q1 2022, closing a stake of 116,919 shares — an estimated $2.46M sold.

J. Goldman & Co first reported a position in EDU in Q3 2017 and held it in 8 quarters. The position peaked at $8.78M in Q2 2018. 193 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

  • J. Goldman & Co reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
  • J. Goldman & Co sold 116,919 New Oriental shares in Q1 2022, an estimated $2.46M.
  • J. Goldman & Co first reported a position in New Oriental in Q3 2017 and held it in 8 quarters.
  • J. Goldman & Co's New Oriental position peaked at $8.78M in Q2 2018.
  • 193 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on J. Goldman & Co's 13F filing for Q1 2022, filed 16 May 2022.