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Mackay Shields LLC’s New Oriental EDU Stock Holding History

Mackay Shields LLC’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
-3,900
Closed -$546K – 883
2021
Q1 		$546K Sell
3,900
-8
-0.2% -$1.4K ﹤0.01% 1187
2020
Q4 		$726K Buy
3,908
+8
+0.2% +$1.35K 0.01% 1162
2020
Q3 		$583K Hold
3,900
– – ﹤0.01% 1147
2020
Q2 		$508K Buy
+3,900
New +$475K ﹤0.01% 1200

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

Mackay Shields LLC's EDU Position: Q2 2021 in Review

Mackay Shields LLC sold out of New Oriental (EDU) in Q2 2021, closing a stake of 3,900 shares — an estimated $546K sold.

Mackay Shields LLC first reported a position in EDU in Q2 2020 and held it in 4 quarters. The position peaked at $726K in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Mackay Shields LLC reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 3,900 New Oriental shares in Q2 2021, an estimated $546K.
  • Mackay Shields LLC first reported a position in New Oriental in Q2 2020 and held it in 4 quarters.
  • Mackay Shields LLC's New Oriental position peaked at $726K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.