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
2016 Q4	–	Sell	-53,700	Closed	-$2.49M	–	2266
2016 Q3	$2.49M	Buy	+53,700	New	+$2.33M	0.01%	831

Other funds holding EDU

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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.