John Rogers’s New Oriental EDU Stock Holding History

John Rogers’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 Q3	–	Sell	-216,727	Closed	-$8.56M	–	117
2023 Q2	$8.56M	Buy	+216,727	New	+$8.67M	0.08%	85

Other funds holding EDU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Rogers's EDU Position: Q3 2023 in Review

John Rogers sold out of New Oriental (EDU) in Q3 2023, closing a stake of 216,727 shares — an estimated $8.56M sold.

John Rogers first reported a position in EDU in Q2 2023 and held it in 1 quarter. The position peaked at $8.56M in Q2 2023. 190 funds tracked by Wall St. Rank hold EDU as of Q3 2023.

John Rogers reported no remaining New Oriental position as of Q3 2023 after selling out during the quarter.
John Rogers sold 216,727 New Oriental shares in Q3 2023, an estimated $8.56M.
John Rogers first reported a position in New Oriental in Q2 2023 and held it in 1 quarter.
John Rogers's New Oriental position peaked at $8.56M in Q2 2023.
190 funds tracked by Wall St. Rank held New Oriental as of Q3 2023.

Based on Ariel Investments's 13F filing for Q3 2023, filed 14 Nov 2023.