Lombard Odier Asset Management (Switzerland)’s New Oriental EDU Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2017 Q4	–	Sell	-2,378	Closed	-$210K	–	356
2017 Q3	$210K	Sell	2,378 -5,435	-70%	-$443K	0.02%	342
2017 Q2	$551K	Sell	7,813 -2,376	-23%	-$163K	0.06%	237
2017 Q1	$615K	Buy	+10,189	New	+$517K	0.07%	235
2016 Q3	–	Sell	-8,910	Closed	-$373K	–	158
2016 Q2	$373K	Buy	+8,910	New	+$352K	0.05%	212

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

GAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s EDU Position: Q4 2017 in Review

Lombard Odier Asset Management (Switzerland) sold out of New Oriental (EDU) in Q4 2017, closing a stake of 2,378 shares — an estimated $210K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in EDU in Q2 2016 and held it in 4 quarters. The position peaked at $615K in Q1 2017. 295 funds tracked by Wall St. Rank hold EDU as of Q4 2017.

Lombard Odier Asset Management (Switzerland) reported no remaining New Oriental position as of Q4 2017 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 2,378 New Oriental shares in Q4 2017, an estimated $210K.
Lombard Odier Asset Management (Switzerland) first reported a position in New Oriental in Q2 2016 and held it in 4 quarters.
Lombard Odier Asset Management (Switzerland)'s New Oriental position peaked at $615K in Q1 2017.
295 funds tracked by Wall St. Rank held New Oriental as of Q4 2017.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2017, filed 13 Feb 2018.