Keywise Capital Management’s New Oriental EDU Stock Holding History

Keywise Capital 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
2019 Q3	$3.38M	Buy	30,500 +15,100	+98%	+$1.58M	1.53%	5
2019 Q2	$1.49M	Sell	15,400 -6,200	-29%	-$555K	0.61%	8
2019 Q1	$1.95M	Buy	+21,600	New	+$1.63M	0.87%	6
2018 Q3	–	Sell	-8,600	Closed	-$814K	–	17
2018 Q2	$814K	Buy	8,600 +1,100	+15%	+$105K	0.28%	14
2018 Q1	$657K	Buy	+7,500	New	+$698K	0.2%	11
2017 Q4	–	Sell	-10,500	Closed	-$927K	–	15
2017 Q3	$927K	Sell	10,500 -2,100	-17%	-$171K	0.37%	15
2017 Q2	$888K	Sell	12,600 -19,000	-60%	-$1.3M	0.49%	15
2017 Q1	$1.91M	Buy	+31,600	New	+$1.6M	1.18%	10

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GIM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keywise Capital Management's EDU Position: Q3 2019 in Review

Keywise Capital Management increased its New Oriental (EDU) stake by 98% in Q3 2019, buying an estimated $1.58M and bringing the position to 30,500 shares worth $3.38M. The position accounts for 1.53% of the portfolio, ranked #5.

Keywise Capital Management first reported a position in EDU in Q1 2017 and has held it in 8 quarters since. 357 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

Keywise Capital Management held 30,500 shares of New Oriental worth $3.38M as of Q3 2019.
Keywise Capital Management bought 15,100 New Oriental shares in Q3 2019, an estimated $1.58M.
New Oriental made up 1.53% of Keywise Capital Management's portfolio in Q3 2019, its #5 holding.
Keywise Capital Management first reported a position in New Oriental in Q1 2017 and has held it in 8 quarters since.
357 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on Keywise Capital Management's 13F filing for Q3 2019, filed 24 Oct 2019.