Legacy Wealth Asset Management’s New Oriental EDU Stock Holding History

Legacy Wealth Asset Management’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
2022 Q3	–	Sell	-10,130	Closed	-$206K	–	329
2022 Q2	$206K	Buy	+10,130	New	+$139K	0.08%	289
2022 Q1	–	Sell	-5,408	Closed	-$114K	–	327
2021 Q4	$114K	Buy	5,408 +3,266	+152%	+$70.5K	0.04%	305
2021 Q3	$44K	Buy	2,142 +21	+1%	+$667	0.02%	292
2021 Q2	$174K	Buy	2,121 +39	+2%	+$4.73K	0.08%	295
2021 Q1	$291K	Sell	2,082 -49	-2%	-$8.56K	0.13%	246
2020 Q4	$396K	Buy	+2,131	New	+$359K	0.2%	190

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $1.05B AUM 316.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return

YCM

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Legacy Wealth Asset Management's EDU Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of New Oriental (EDU) in Q3 2022, closing a stake of 10,130 shares — an estimated $206K sold.

Legacy Wealth Asset Management first reported a position in EDU in Q4 2020 and held it in 6 quarters. The position peaked at $396K in Q4 2020. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2022.

Legacy Wealth Asset Management reported no remaining New Oriental position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 10,130 New Oriental shares in Q3 2022, an estimated $206K.
Legacy Wealth Asset Management first reported a position in New Oriental in Q4 2020 and held it in 6 quarters.
Legacy Wealth Asset Management's New Oriental position peaked at $396K in Q4 2020.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.