MWNA
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Marshall Wace North America’s New Oriental EDU Stock Holding History

Marshall Wace North America’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
-5,673
Closed -$614K – 1230
2020
Q1 		$614K Sell
5,673
-19,245
-77% -$2.47M ﹤0.01% 714
2019
Q4 		$3.02M Buy
24,918
+20,978
+532% +$2.51M 0.01% 483
2019
Q3 		$436K Buy
+3,940
New +$412K ﹤0.01% 836
2019
Q2 		– Sell
-2,329
Closed -$210K – 1260
2019
Q1 		$210K Sell
2,329
-90,150
-97% -$6.79M ﹤0.01% 977
2018
Q4 		$5.07M Sell
92,479
-87,913
-49% -$5.09M 0.05% 245
2018
Q3 		$13.4M Sell
180,392
-95,082
-35% -$7.89M 0.09% 182
2018
Q2 		$26.1M Buy
275,474
+268,984
+4,145% +$25.7M 0.15% 165
2018
Q1 		$569K Sell
6,490
-34,460
-84% -$3.21M ﹤0.01% 1124
2017
Q4 		$3.85M Buy
40,950
+31,174
+319% +$2.77M 0.02% 653
2017
Q3 		$860K Sell
9,776
-85,580
-90% -$6.97M 0.01% 981
2017
Q2 		$6.67M Sell
95,356
-81,954
-46% -$5.63M 0.05% 414
2017
Q1 		$10.6M Buy
+177,310
New +$8.99M 0.08% 250
2013
Q4 		– Sell
-11,855
Closed -$295K – 728
2013
Q3 		$295K Buy
+11,855
New +$271K 0.01% 516

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

Marshall Wace North America's EDU Position: Q2 2020 in Review

Marshall Wace North America sold out of New Oriental (EDU) in Q2 2020, closing a stake of 5,673 shares — an estimated $614K sold.

Marshall Wace North America first reported a position in EDU in Q3 2013 and held it in 13 quarters. The position peaked at $26.1M in Q2 2018. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

  • Marshall Wace North America reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
  • Marshall Wace North America sold 5,673 New Oriental shares in Q2 2020, an estimated $614K.
  • Marshall Wace North America first reported a position in New Oriental in Q3 2013 and held it in 13 quarters.
  • Marshall Wace North America's New Oriental position peaked at $26.1M in Q2 2018.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Marshall Wace North America's 13F filing for Q2 2020, filed 13 Aug 2020.