Los Angeles Capital Management
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Los Angeles Capital Management’s New Oriental EDU Stock Holding History

Los Angeles Capital 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
2021
Q2 		– Sell
-7,329
Closed -$1.03M – 1569
2021
Q1 		$1.03M Sell
7,329
-33,677
-82% -$5.88M ﹤0.01% 883
2020
Q4 		$7.62M Sell
41,006
-3,843
-9% -$647K 0.03% 332
2020
Q3 		$6.71M Sell
44,849
-52,004
-54% -$7.51M 0.03% 311
2020
Q2 		$12.6M Sell
96,853
-62,483
-39% -$7.61M 0.06% 240
2020
Q1 		$17.2M Sell
159,336
-28,097
-15% -$3.61M 0.11% 177
2019
Q4 		$22.7M Sell
187,433
-64,938
-26% -$7.76M 0.11% 178
2019
Q3 		$28M Sell
252,371
-4,729
-2% -$495K 0.15% 140
2019
Q2 		$24.8M Buy
257,100
+66,100
+35% +$5.92M 0.13% 169
2019
Q1 		$17.2M Buy
+191,000
New +$14.4M 0.1% 221
2018
Q1 		– Sell
-285,304
Closed -$26.8M – 1342
2017
Q4 		$26.8M Sell
285,304
-187,715
-40% -$16.7M 0.15% 176
2017
Q3 		$41.7M Buy
473,019
+24,974
+6% +$2.04M 0.24% 112
2017
Q2 		$31.6M Buy
+448,045
New +$30.8M 0.2% 137
2016
Q4 		– Sell
-128,827
Closed -$5.97M – 1180
2016
Q3 		$5.97M Sell
128,827
-161,752
-56% -$7.02M 0.05% 387
2016
Q2 		$12.2M Buy
290,579
+6,500
+2% +$257K 0.1% 232
2016
Q1 		$9.83M Buy
284,079
+99,900
+54% +$3.12M 0.09% 229
2015
Q4 		$5.78M Buy
+184,179
New +$5.19M 0.05% 309

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $10.2B AUM 1.48% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Los Angeles Capital Management's EDU Position: Q2 2021 in Review

Los Angeles Capital Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 7,329 shares — an estimated $1.03M sold.

Los Angeles Capital Management first reported a position in EDU in Q4 2015 and held it in 16 quarters. The position peaked at $41.7M in Q3 2017. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Los Angeles Capital Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Los Angeles Capital Management sold 7,329 New Oriental shares in Q2 2021, an estimated $1.03M.
  • Los Angeles Capital Management first reported a position in New Oriental in Q4 2015 and held it in 16 quarters.
  • Los Angeles Capital Management's New Oriental position peaked at $41.7M in Q3 2017.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Los Angeles Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.