MWA
EDU icon

Marshall Wace Asia’s New Oriental EDU Stock Holding History

Marshall Wace Asia’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
Q1 		– Sell
-18,507
Closed -$3.44M – 160
2020
Q4 		$3.44M Sell
18,507
-82,637
-82% -$13.9M 0.06% 108
2020
Q3 		$15.1M Buy
101,144
+55,398
+121% +$8M 0.35% 70
2020
Q2 		$5.96M Buy
45,746
+10,189
+29% +$1.24M 0.13% 66
2020
Q1 		$3.85M Buy
+35,557
New +$4.56M 0.11% 49
2019
Q1 		– Sell
-4,841
Closed -$265K – 106
2018
Q4 		$265K Buy
+4,841
New +$280K 0.01% 80
2017
Q2 		– Sell
-10,089
Closed -$605K – 81
2017
Q1 		$605K Buy
+10,089
New +$512K 0.04% 71

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Marshall Wace Asia's EDU Position: Q1 2021 in Review

Marshall Wace Asia sold out of New Oriental (EDU) in Q1 2021, closing a stake of 18,507 shares — an estimated $3.44M sold.

Marshall Wace Asia first reported a position in EDU in Q1 2017 and held it in 6 quarters. The position peaked at $15.1M in Q3 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Marshall Wace Asia reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Marshall Wace Asia sold 18,507 New Oriental shares in Q1 2021, an estimated $3.44M.
  • Marshall Wace Asia first reported a position in New Oriental in Q1 2017 and held it in 6 quarters.
  • Marshall Wace Asia's New Oriental position peaked at $15.1M in Q3 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Marshall Wace Asia's 13F filing for Q1 2021, filed 17 May 2021.