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Jupiter Asset Management’s New Oriental EDU Stock Holding History

Jupiter Asset Management’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
Q2 		– Sell
-1,543
Closed -$216K – 613
2021
Q1 		$216K Sell
1,543
-3,612
-70% -$631K ﹤0.01% 547
2020
Q4 		$958K Sell
5,155
-6,912
-57% -$1.16M 0.01% 464
2020
Q3 		$1.8M Buy
12,067
+1,248
+12% +$180K 0.02% 419
2020
Q2 		$1.41M Hold
10,819
– – 0.05% 210
2020
Q1 		$1.17M Sell
10,819
-2,586
-19% -$332K 0.05% 175
2019
Q4 		$1.63M Sell
13,405
-1,465
-10% -$175K 0.05% 179
2019
Q3 		$1.65M Hold
14,870
– – 0.05% 181
2019
Q2 		$1.44M Buy
+14,870
New +$1.33M 0.05% 181
2016
Q4 		– Sell
-188,400
Closed -$8.73M – 212
2016
Q3 		$8.73M Sell
188,400
-144,700
-43% -$6.28M 0.33% 79
2016
Q2 		$13.9M Sell
333,100
-73,200
-18% -$2.89M 0.53% 46
2016
Q1 		$14.1M Buy
406,300
+5,500
+1% +$172K 0.53% 47
2015
Q4 		$12.6M Sell
400,800
-93,800
-19% -$2.64M 0.46% 54
2015
Q3 		$10M Buy
494,600
+27,400
+6% +$587K 0.39% 66
2015
Q2 		$11.5M Buy
+467,200
New +$11.6M 0.4% 63
2015
Q1 		– Sell
-449,900
Closed -$9.05M – 71
2014
Q4 		$9.18M Buy
449,900
+169,500
+60% +$3.68M 0.3% 89
2014
Q3 		$6.5M Buy
280,400
+34,200
+14% +$762K 0.22% 100
2014
Q2 		$6.54M Buy
246,200
+3,300
+1% +$85.1K 0.21% 116
2014
Q1 		$7.13M Buy
242,900
+79,300
+48% +$2.38M 0.23% 123
2013
Q4 		$5.15M Buy
+163,600
New +$4.55M 0.2% 131

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Jupiter Asset Management's EDU Position: Q2 2021 in Review

Jupiter Asset Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 1,543 shares — an estimated $216K sold.

Jupiter Asset Management first reported a position in EDU in Q4 2013 and held it in 19 quarters. The position peaked at $14.1M in Q1 2016. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Jupiter Asset Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Jupiter Asset Management sold 1,543 New Oriental shares in Q2 2021, an estimated $216K.
  • Jupiter Asset Management first reported a position in New Oriental in Q4 2013 and held it in 19 quarters.
  • Jupiter Asset Management's New Oriental position peaked at $14.1M in Q1 2016.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Jupiter Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.