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James Investment Research’s New Oriental EDU Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-1,654
Closed -$64K – 346
2023
Q1 		$64K Buy
+1,654
New +$66.8K 0.01% 340
2022
Q4 		– Sell
-3,166
Closed -$76K – 585
2022
Q3 		$76K Buy
+3,166
New +$78.7K 0.01% 332

Other funds holding EDU

GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

James Investment Research's EDU Position: Q2 2023 in Review

James Investment Research sold out of New Oriental (EDU) in Q2 2023, closing a stake of 1,654 shares — an estimated $64K sold.

James Investment Research first reported a position in EDU in Q3 2022 and held it in 2 quarters. The position peaked at $76K in Q3 2022. 177 funds tracked by Wall St. Rank hold EDU as of Q2 2023.

  • James Investment Research reported no remaining New Oriental position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 1,654 New Oriental shares in Q2 2023, an estimated $64K.
  • James Investment Research first reported a position in New Oriental in Q3 2022 and held it in 2 quarters.
  • James Investment Research's New Oriental position peaked at $76K in Q3 2022.
  • 177 funds tracked by Wall St. Rank held New Oriental as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.