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Kiwi Wealth Investments Limited Partnership’s New Oriental EDU Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q1 		– Sell
-15,622
Closed -$2.9M – 235
2020
Q4 		$2.9M Buy
15,622
+1,065
+7% +$179K 0.17% 158
2020
Q3 		$2.18M Sell
14,557
-15,959
-52% -$2.31M 0.15% 165
2020
Q2 		$3.97M Buy
+30,516
New +$3.72M 0.32% 80

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DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EDU Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of New Oriental (EDU) in Q1 2021, closing a stake of 15,622 shares — an estimated $2.9M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EDU in Q2 2020 and held it in 3 quarters. The position peaked at $3.97M in Q2 2020. 439 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 15,622 New Oriental shares in Q1 2021, an estimated $2.9M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in New Oriental in Q2 2020 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's New Oriental position peaked at $3.97M in Q2 2020.
  • 439 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.