Ken Fisher
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Ken Fisher’s New Oriental EDU Stock Holding History

Ken Fisher’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
Q3 		– Sell
-491,647
Closed -$40.3M – 944
2021
Q2 		$40.3M Sell
491,647
-627
-0.1% -$76.1K 0.03% 254
2021
Q1 		$68.9M Sell
492,274
-17,260
-3% -$3.01M 0.05% 211
2020
Q4 		$94.7M Buy
509,534
+501,174
+5,995% +$84.3M 0.07% 166
2020
Q3 		$1.25M Buy
8,360
+1,569
+23% +$227K ﹤0.01% 538
2020
Q2 		$884K Buy
+6,791
New +$827K ﹤0.01% 580

Other funds holding EDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ken Fisher's EDU Position: Q3 2021 in Review

Ken Fisher sold out of New Oriental (EDU) in Q3 2021, closing a stake of 491,647 shares — an estimated $40.3M sold.

Ken Fisher first reported a position in EDU in Q2 2020 and held it in 5 quarters. The position peaked at $94.7M in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Ken Fisher reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Ken Fisher sold 491,647 New Oriental shares in Q3 2021, an estimated $40.3M.
  • Ken Fisher first reported a position in New Oriental in Q2 2020 and held it in 5 quarters.
  • Ken Fisher's New Oriental position peaked at $94.7M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Fisher Asset Management's 13F filing for Q3 2021, filed 26 Oct 2021.