Lord, Abbett & Co
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Lord, Abbett & Co’s New Oriental EDU Stock Holding History

Lord, Abbett & Co’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
2020
Q2 		– Sell
-169,915
Closed -$18.4M – 657
2020
Q1 		$18.4M Sell
169,915
-234,989
-58% -$30.2M 0.08% 333
2019
Q4 		$49.1M Buy
404,904
+26,943
+7% +$3.22M 0.16% 193
2019
Q3 		$41.9M Buy
+377,961
New +$39.6M 0.14% 238
2018
Q1 		– Sell
-263,448
Closed -$24.8M – 844
2017
Q4 		$24.8M Buy
263,448
+111,785
+74% +$9.92M 0.07% 420
2017
Q3 		$13.4M Buy
+151,663
New +$12.4M 0.04% 564
2016
Q4 		– Sell
-360,004
Closed -$16.7M – 892
2016
Q3 		$16.7M Buy
360,004
+79,251
+28% +$3.44M 0.05% 467
2016
Q2 		$11.8M Sell
280,753
-50,311
-15% -$1.99M 0.04% 532
2016
Q1 		$11.5M Buy
331,064
+15,478
+5% +$484K 0.04% 537
2015
Q4 		$9.9M Buy
+315,586
New +$8.88M 0.03% 603

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Lord, Abbett & Co's EDU Position: Q2 2020 in Review

Lord, Abbett & Co sold out of New Oriental (EDU) in Q2 2020, closing a stake of 169,915 shares — an estimated $18.4M sold.

Lord, Abbett & Co first reported a position in EDU in Q4 2015 and held it in 9 quarters. The position peaked at $49.1M in Q4 2019. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

  • Lord, Abbett & Co reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
  • Lord, Abbett & Co sold 169,915 New Oriental shares in Q2 2020, an estimated $18.4M.
  • Lord, Abbett & Co first reported a position in New Oriental in Q4 2015 and held it in 9 quarters.
  • Lord, Abbett & Co's New Oriental position peaked at $49.1M in Q4 2019.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Lord, Abbett & Co's 13F filing for Q2 2020, filed 14 Aug 2020.