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Leuthold Group’s New Oriental EDU Stock Holding History

Leuthold Group’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
2014
Q3 		– Sell
-168,477
Closed -$4.48M – 213
2014
Q2 		$4.48M Sell
168,477
-565
-0.3% -$14.6K 0.38% 94
2014
Q1 		$4.96M Sell
169,042
-137,538
-45% -$4.13M 0.44% 88
2013
Q4 		$9.66M Buy
306,580
+26,699
+10% +$743K 0.86% 34
2013
Q3 		$6.97M Sell
279,881
-16,114
-5% -$368K 0.64% 41
2013
Q2 		$6.56M Buy
+295,995
New +$5.83M 0.61% 50

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return

Leuthold Group's EDU Position: Q3 2014 in Review

Leuthold Group sold out of New Oriental (EDU) in Q3 2014, closing a stake of 168,477 shares — an estimated $4.48M sold.

Leuthold Group first reported a position in EDU in Q2 2013 and held it in 5 quarters. The position peaked at $9.66M in Q4 2013. 128 funds tracked by Wall St. Rank hold EDU as of Q3 2014.

  • Leuthold Group reported no remaining New Oriental position as of Q3 2014 after selling out during the quarter.
  • Leuthold Group sold 168,477 New Oriental shares in Q3 2014, an estimated $4.48M.
  • Leuthold Group first reported a position in New Oriental in Q2 2013 and held it in 5 quarters.
  • Leuthold Group's New Oriental position peaked at $9.66M in Q4 2013.
  • 128 funds tracked by Wall St. Rank held New Oriental as of Q3 2014.

Based on Leuthold Group's 13F filing for Q3 2014, filed 14 Nov 2014.