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Jackson Wealth Management’s New Oriental EDU Stock Holding History

Jackson Wealth 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
Q1 		– Sell
-10,402
Closed -$1.93M – 123
2020
Q4 		$1.93M Buy
+10,402
New +$1.75M 0.26% 83

Other funds holding EDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Jackson Wealth Management's EDU Position: Q1 2021 in Review

Jackson Wealth Management sold out of New Oriental (EDU) in Q1 2021, closing a stake of 10,402 shares — an estimated $1.93M sold.

Jackson Wealth Management first reported a position in EDU in Q4 2020 and held it in 1 quarter. The position peaked at $1.93M in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Jackson Wealth Management reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 10,402 New Oriental shares in Q1 2021, an estimated $1.93M.
  • Jackson Wealth Management first reported a position in New Oriental in Q4 2020 and held it in 1 quarter.
  • Jackson Wealth Management's New Oriental position peaked at $1.93M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.