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Lee Ainslie’s New Oriental EDU Stock Holding History

Lee Ainslie’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
2020
Q3 		– Sell
-1,670
Closed -$217K – 609
2020
Q2 		$217K Sell
1,670
-12,111
-88% -$1.48M ﹤0.01% 508
2020
Q1 		$1.49M Sell
13,781
-20,511
-60% -$2.63M 0.03% 227
2019
Q4 		$4.16M Sell
34,292
-6,055
-15% -$724K 0.06% 181
2019
Q3 		$4.47M Sell
40,347
-5,893
-13% -$617K 0.07% 183
2019
Q2 		$4.47M Buy
46,240
+13,790
+42% +$1.23M 0.06% 179
2019
Q1 		$2.92M Sell
32,450
-63,130
-66% -$4.75M 0.04% 234
2018
Q4 		$5.24M Buy
95,580
+10,400
+12% +$602K 0.08% 165
2018
Q3 		$6.3M Buy
85,180
+11,070
+15% +$918K 0.08% 144
2018
Q2 		$7.01M Sell
74,110
-30,810
-29% -$2.95M 0.08% 141
2018
Q1 		$9.2M Buy
104,920
+27,490
+36% +$2.56M 0.12% 114
2017
Q4 		$7.28M Buy
77,430
+35,950
+87% +$3.19M 0.09% 98
2017
Q3 		$3.66M Buy
41,480
+7,970
+24% +$649K 0.05% 108
2017
Q2 		$2.36M Buy
+33,510
New +$2.3M 0.03% 129

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Lee Ainslie's EDU Position: Q3 2020 in Review

Lee Ainslie sold out of New Oriental (EDU) in Q3 2020, closing a stake of 1,670 shares — an estimated $217K sold.

Lee Ainslie first reported a position in EDU in Q2 2017 and held it in 13 quarters. The position peaked at $9.2M in Q1 2018. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

  • Lee Ainslie reported no remaining New Oriental position as of Q3 2020 after selling out during the quarter.
  • Lee Ainslie sold 1,670 New Oriental shares in Q3 2020, an estimated $217K.
  • Lee Ainslie first reported a position in New Oriental in Q2 2017 and held it in 13 quarters.
  • Lee Ainslie's New Oriental position peaked at $9.2M in Q1 2018.
  • 409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on Maverick Capital's 13F filing for Q3 2020, filed 16 Nov 2020.