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 New York $5.7T AUM 30.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return