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Ladenburg Thalmann Financial Services’s New Oriental EDU Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$615K Buy
5,073
+54
+1% +$6.46K ﹤0.01% 1638
2019
Q3 		$556K Sell
5,019
-2,044
-29% -$214K ﹤0.01% 1681
2019
Q2 		$682K Buy
7,063
+596
+9% +$53.4K ﹤0.01% 1506
2019
Q1 		$583K Buy
6,467
+243
+4% +$18.3K ﹤0.01% 1583
2018
Q4 		$342K Buy
6,224
+1,906
+44% +$110K ﹤0.01% 1818
2018
Q3 		$320K Buy
4,318
+1,521
+54% +$126K ﹤0.01% 1938
2018
Q2 		$245K Hold
2,797
– – ﹤0.01% 2079
2018
Q1 		$245K Buy
2,797
+937
+50% +$87.2K ﹤0.01% 2079
2017
Q4 		$175K Sell
1,860
-518
-22% -$46K ﹤0.01% 2300
2017
Q3 		$210K Sell
2,378
-101
-4% -$8.23K ﹤0.01% 2067
2017
Q2 		$175K Buy
2,479
+2,325
+1,510% +$160K ﹤0.01% 2116
2017
Q1 		$9K Buy
154
+39
+34% +$1.98K ﹤0.01% 4040
2016
Q4 		$5K Sell
115
-45
-28% -$2.12K ﹤0.01% 4211
2016
Q3 		$7K Sell
160
-412
-72% -$17.9K ﹤0.01% 4005
2016
Q2 		$24K Buy
572
+49
+9% +$1.93K ﹤0.01% 3221
2016
Q1 		$18K Sell
523
-5,718
-92% -$179K ﹤0.01% 3326
2015
Q4 		$181K Buy
6,241
+6,030
+2,858% +$170K ﹤0.01% 1652
2015
Q3 		$4K Sell
211
-15,236
-99% -$326K ﹤0.01% 4021
2015
Q2 		$368K Buy
15,447
+1,444
+10% +$35.8K 0.01% 1217
2015
Q1 		$269K Sell
14,003
-342
-2% -$6.88K 0.01% 1375
2014
Q4 		$317K Buy
14,345
+887
+7% +$19.3K 0.01% 1158
2014
Q3 		$307K Sell
13,458
-300
-2% -$6.69K 0.01% 1002
2014
Q2 		$355K Sell
13,758
-1,911
-12% -$49.3K 0.01% 916
2014
Q1 		$437K Sell
15,669
-2,907
-16% -$87.4K 0.01% 787
2013
Q4 		$552K Sell
18,576
-835
-4% -$23.2K 0.02% 660
2013
Q3 		$412K Sell
19,411
-688
-3% -$15.7K 0.01% 730
2013
Q2 		$449K Buy
+20,099
New +$396K 0.02% 668

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EDU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its New Oriental (EDU) stake by 1.1% in Q4 2019, buying an estimated $6.46K and bringing the position to 5,073 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Ladenburg Thalmann Financial Services first reported a position in EDU in Q2 2013 and has held it in 27 quarters since. The position peaked at $682K in Q2 2019. 418 funds tracked by Wall St. Rank hold EDU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,073 shares of New Oriental worth $615K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 54 New Oriental shares in Q4 2019, an estimated $6.46K.
  • New Oriental made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1638 holding.
  • Ladenburg Thalmann Financial Services first reported a position in New Oriental in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's New Oriental position peaked at $682K in Q2 2019.
  • 418 funds tracked by Wall St. Rank held New Oriental as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.