Lockheed Martin Investment Management’s New Oriental EDU Stock Holding History

Lockheed Martin Investment 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
2019 Q1	–	Sell	-39,000	Closed	-$2.14M	–	110
2018 Q4	$2.14M	Buy	+39,000	New	+$2.26M	0.1%	52
2018 Q3	–	Sell	-60,340	Closed	-$5.71M	–	76
2018 Q2	$5.71M	Buy	60,340 +15,750	+35%	+$1.51M	0.27%	43
2018 Q1	$3.91M	Buy	+44,590	New	+$4.15M	0.16%	53
2014 Q3	–	Sell	-51,274	Closed	-$1.36M	–	121
2014 Q2	$1.36M	Buy	51,274 +40,274	+366%	+$1.04M	0.06%	94
2014 Q1	$323K	Buy	+11,000	New	+$331K	0.02%	112

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lockheed Martin Investment Management's EDU Position: Q1 2019 in Review

Lockheed Martin Investment Management sold out of New Oriental (EDU) in Q1 2019, closing a stake of 39,000 shares — an estimated $2.14M sold.

Lockheed Martin Investment Management first reported a position in EDU in Q1 2014 and held it in 5 quarters. The position peaked at $5.71M in Q2 2018. 309 funds tracked by Wall St. Rank hold EDU as of Q1 2019.

Lockheed Martin Investment Management reported no remaining New Oriental position as of Q1 2019 after selling out during the quarter.
Lockheed Martin Investment Management sold 39,000 New Oriental shares in Q1 2019, an estimated $2.14M.
Lockheed Martin Investment Management first reported a position in New Oriental in Q1 2014 and held it in 5 quarters.
Lockheed Martin Investment Management's New Oriental position peaked at $5.71M in Q2 2018.
309 funds tracked by Wall St. Rank held New Oriental as of Q1 2019.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2019, filed 10 May 2019.