Jupiter Investment Management’s New Oriental EDU Stock Holding History

Jupiter Investment 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
2020 Q2	$1.31M	Sell	10,098 -7,987	-44%	-$973K	0.02%	269
2020 Q1	$1.96M	Buy	18,085 +2,734	+18%	+$351K	0.04%	211
2019 Q4	$1.86M	Sell	15,351 -305,549	-95%	-$36.5M	0.03%	288
2019 Q3	$35.5M	Buy	320,900 +103,500	+48%	+$10.8M	0.46%	70
2019 Q2	$21M	Buy	+217,400	New	+$19.5M	0.21%	116
2018 Q4	–	Sell	-239,100	Closed	-$17.7M	–	382
2018 Q3	$17.7M	Buy	239,100 +227,227	+1,914%	+$18.8M	0.12%	136
2018 Q2	$1.12M	Buy	+11,873	New	+$1.14M	0.01%	277

Other funds holding EDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Jupiter Investment Management's EDU Position: Q2 2020 in Review

Jupiter Investment Management reduced its New Oriental (EDU) stake by 44% in Q2 2020, selling an estimated $973K and leaving 10,098 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #269.

Jupiter Investment Management first reported a position in EDU in Q2 2018 and has held it in 7 quarters since. The position peaked at $35.5M in Q3 2019. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

Jupiter Investment Management held 10,098 shares of New Oriental worth $1.31M as of Q2 2020.
Jupiter Investment Management sold 7,987 New Oriental shares in Q2 2020, an estimated $973K.
New Oriental made up 0.02% of Jupiter Investment Management's portfolio in Q2 2020, its #269 holding.
Jupiter Investment Management first reported a position in New Oriental in Q2 2018 and has held it in 7 quarters since.
Jupiter Investment Management's New Oriental position peaked at $35.5M in Q3 2019.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.