LBN Advisers’s New Oriental EDU Stock Holding History

LBN Advisers’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
2015 Q3	–	Sell	-362,700	Closed	-$8.89M	–	7
2015 Q2	$8.89M	Buy	+362,700	New	+$8.99M	7.95%	6

Other funds holding EDU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBN Advisers's EDU Position: Q3 2015 in Review

LBN Advisers sold out of New Oriental (EDU) in Q3 2015, closing a stake of 362,700 shares — an estimated $8.89M sold.

LBN Advisers first reported a position in EDU in Q2 2015 and held it in 1 quarter. The position peaked at $8.89M in Q2 2015. 126 funds tracked by Wall St. Rank hold EDU as of Q3 2015.

LBN Advisers reported no remaining New Oriental position as of Q3 2015 after selling out during the quarter.
LBN Advisers sold 362,700 New Oriental shares in Q3 2015, an estimated $8.89M.
LBN Advisers first reported a position in New Oriental in Q2 2015 and held it in 1 quarter.
LBN Advisers's New Oriental position peaked at $8.89M in Q2 2015.
126 funds tracked by Wall St. Rank held New Oriental as of Q3 2015.

Based on LBN Advisers's 13F filing for Q3 2015, filed 29 Oct 2015.