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Martin Currie’s New Oriental EDU Stock Holding History

Martin Currie’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
Q1 		– Sell
-1,041
Closed -$132K – 72
2019
Q4 		$132K Sell
1,041
-3,226
-76% -$386K 0.01% 63
2019
Q3 		$473K Sell
4,267
-156
-4% -$16.3K 0.03% 73
2019
Q2 		$427K Buy
4,423
+252
+6% +$22.6K 0.03% 67
2019
Q1 		$376K Sell
4,171
-2,414
-37% -$182K 0.03% 75
2018
Q4 		$361K Buy
6,585
+2,982
+83% +$173K 0.03% 75
2018
Q3 		$267K Sell
3,603
-397
-10% -$32.9K 0.02% 86
2018
Q2 		$379K Buy
4,000
+100
+3% +$9.57K 0.03% 83
2018
Q1 		$342K Sell
3,900
-1,800
-32% -$168K 0.02% 90
2017
Q4 		$536K Buy
5,700
+500
+10% +$44.4K 0.04% 89
2017
Q3 		$459K Buy
5,200
+300
+6% +$24.4K 0.04% 84
2017
Q2 		$345K Hold
4,900
– – 0.03% 90
2017
Q1 		$296K Sell
4,900
-2,300
-32% -$117K 0.02% 96
2016
Q4 		$303K Sell
7,200
-1,800
-20% -$84.8K 0.03% 96
2016
Q3 		$417K Buy
9,000
+1,000
+13% +$43.4K 0.04% 90
2016
Q2 		$335K Buy
8,000
+900
+13% +$35.5K 0.03% 89
2016
Q1 		$246K Buy
+7,100
New +$222K 0.02% 89

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Martin Currie's EDU Position: Q1 2020 in Review

Martin Currie sold out of New Oriental (EDU) in Q1 2020, closing a stake of 1,041 shares — an estimated $132K sold.

Martin Currie first reported a position in EDU in Q1 2016 and held it in 16 quarters. The position peaked at $536K in Q4 2017. 427 funds tracked by Wall St. Rank hold EDU as of Q1 2020.

  • Martin Currie reported no remaining New Oriental position as of Q1 2020 after selling out during the quarter.
  • Martin Currie sold 1,041 New Oriental shares in Q1 2020, an estimated $132K.
  • Martin Currie first reported a position in New Oriental in Q1 2016 and held it in 16 quarters.
  • Martin Currie's New Oriental position peaked at $536K in Q4 2017.
  • 427 funds tracked by Wall St. Rank held New Oriental as of Q1 2020.

Based on Martin Currie's 13F filing for Q1 2020, filed 15 May 2020.