JP Morgan Private Wealth Advisors’s New Oriental EDU Stock Holding History

JP Morgan Private Wealth Advisors’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
2022 Q1	–	Sell	-2,969	Closed	-$62K	–	2023
2021 Q4	$62K	Sell	2,969 -256	-8%	-$5.52K	﹤0.01%	1956
2021 Q3	$66K	Sell	3,225 -20,760	-87%	-$659K	﹤0.01%	1911
2021 Q2	$1.96M	Buy	23,985 +13,166	+122%	+$1.6M	0.01%	888
2021 Q1	$1.51M	Sell	10,819 -2,131	-16%	-$372K	﹤0.01%	872
2020 Q4	$2.41M	Buy	12,950 +5,121	+65%	+$862K	0.01%	670
2020 Q3	$1.17M	Buy	7,829 +3,447	+79%	+$498K	﹤0.01%	828
2020 Q2	$571K	Buy	4,382 +2,314	+112%	+$282K	﹤0.01%	1031
2020 Q1	$224K	Sell	2,068 -1,085	-34%	-$139K	﹤0.01%	1250
2019 Q4	$382K	Buy	3,153 +874	+38%	+$104K	﹤0.01%	1138
2019 Q3	$252K	Buy	+2,279	New	+$239K	﹤0.01%	1255

Other funds holding EDU

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

YCM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EDU Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of New Oriental (EDU) in Q1 2022, closing a stake of 2,969 shares — an estimated $62K sold.

JP Morgan Private Wealth Advisors first reported a position in EDU in Q3 2019 and held it in 10 quarters. The position peaked at $2.41M in Q4 2020. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,969 New Oriental shares in Q1 2022, an estimated $62K.
JP Morgan Private Wealth Advisors first reported a position in New Oriental in Q3 2019 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's New Oriental position peaked at $2.41M in Q4 2020.
194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.