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Jefferies Group’s New Oriental EDU Stock Holding History

Jefferies Group’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
-100,000
Closed -$18.6M – 1718
2020
Q4 		$18.6M Hold
100,000
– – 0.15% 116
2020
Q3 		$14.9M Buy
+100,000
New +$14.4M 0.17% 83
2020
Q1 		– Sell
-9,734
Closed -$1.18M – 2188
2019
Q4 		$1.18M Buy
+9,734
New +$1.16M 0.01% 1367
2018
Q4 		– Sell
-8,563
Closed -$634K – 2240
2018
Q3 		$634K Buy
8,563
+1,739
+25% +$144K ﹤0.01% 1528
2018
Q2 		$646K Buy
+6,824
New +$653K ﹤0.01% 1467
2017
Q3 		– Sell
-23,720
Closed -$1.67M – 2402
2017
Q2 		$1.67M Buy
+23,720
New +$1.63M 0.01% 1030
2017
Q1 		– Sell
-12,170
Closed -$512K – 2409
2016
Q4 		$512K Buy
12,170
+4,646
+62% +$219K ﹤0.01% 1571
2016
Q3 		$349K Buy
+7,524
New +$326K ﹤0.01% 1752
2015
Q3 		– Sell
-6,407
Closed -$157K – 2467
2015
Q2 		$157K Buy
+6,407
New +$159K ﹤0.01% 2045
2013
Q3 		– Sell
-10,191
Closed -$226K – 1987
2013
Q2 		$226K Buy
+10,191
New +$201K ﹤0.01% 1457

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Jefferies Group's EDU Position: Q1 2021 in Review

Jefferies Group sold out of New Oriental (EDU) in Q1 2021, closing a stake of 100,000 shares — an estimated $18.6M sold.

Jefferies Group first reported a position in EDU in Q2 2013 and held it in 10 quarters. The position peaked at $18.6M in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Jefferies Group reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Jefferies Group sold 100,000 New Oriental shares in Q1 2021, an estimated $18.6M.
  • Jefferies Group first reported a position in New Oriental in Q2 2013 and held it in 10 quarters.
  • Jefferies Group's New Oriental position peaked at $18.6M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Jefferies Group's 13F filing for Q1 2021, filed 14 May 2021.