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Lenox Wealth Advisors’s New Oriental EDU Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-85
Closed -$12K – 719
2021
Q1 		$12K Sell
85
-85
-50% -$14.8K ﹤0.01% 382
2020
Q4 		$32K Buy
+170
New +$28.6K ﹤0.01% 247

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Lenox Wealth Advisors's EDU Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 85 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in EDU in Q4 2020 and held it in 2 quarters. The position peaked at $32K in Q4 2020. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 85 New Oriental shares in Q2 2021, an estimated $12K.
  • Lenox Wealth Advisors first reported a position in New Oriental in Q4 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's New Oriental position peaked at $32K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.