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Jana Partners’s New Oriental EDU Stock Holding History

Jana Partners’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
2019
Q1 		– Sell
-875,506
Closed -$48M – 18
2018
Q4 		$48M Buy
875,506
+797,120
+1,017% +$46.2M 2.19% 14
2018
Q3 		$5.8M Buy
+78,386
New +$6.5M 0.18% 45

Other funds holding EDU

DSA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jana Partners's EDU Position: Q1 2019 in Review

Jana Partners sold out of New Oriental (EDU) in Q1 2019, closing a stake of 875,506 shares — an estimated $48M sold.

Jana Partners first reported a position in EDU in Q3 2018 and held it in 2 quarters. The position peaked at $48M in Q4 2018. 309 funds tracked by Wall St. Rank hold EDU as of Q1 2019.

  • Jana Partners reported no remaining New Oriental position as of Q1 2019 after selling out during the quarter.
  • Jana Partners sold 875,506 New Oriental shares in Q1 2019, an estimated $48M.
  • Jana Partners first reported a position in New Oriental in Q3 2018 and held it in 2 quarters.
  • Jana Partners's New Oriental position peaked at $48M in Q4 2018.
  • 309 funds tracked by Wall St. Rank held New Oriental as of Q1 2019.

Based on Jana Partners's 13F filing for Q1 2019, filed 15 May 2019.