L.J. Altfest & Co’s New Oriental EDU Stock Holding History

L.J. Altfest & Co’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	-4,649	Closed	-$381K	–	259
2021 Q2	$381K	Buy	+4,649	New	+$564K	0.08%	174

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

L.J. Altfest & Co's EDU Position: Q3 2021 in Review

L.J. Altfest & Co sold out of New Oriental (EDU) in Q3 2021, closing a stake of 4,649 shares — an estimated $381K sold.

L.J. Altfest & Co first reported a position in EDU in Q2 2021 and held it in 1 quarter. The position peaked at $381K in Q2 2021. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

L.J. Altfest & Co reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
L.J. Altfest & Co sold 4,649 New Oriental shares in Q3 2021, an estimated $381K.
L.J. Altfest & Co first reported a position in New Oriental in Q2 2021 and held it in 1 quarter.
L.J. Altfest & Co's New Oriental position peaked at $381K in Q2 2021.
271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on L.J. Altfest & Co's 13F filing for Q3 2021, filed 12 Oct 2021.