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Matthew Hamilton Rosenberg’s New Oriental EDU Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		– Sell
-303
Closed -$25K – 692
2021
Q2 		$25K Hold
303
– – 0.01% 450
2021
Q1 		$42K Hold
303
– – 0.02% 363
2020
Q4 		$56K Hold
303
– – 0.03% 317
2020
Q3 		$45K Hold
303
– – 0.03% 318
2020
Q2 		$35K Buy
+303
New +$36.9K 0.03% 347

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Matthew Hamilton Rosenberg's EDU Position: Q3 2021 in Review

Matthew Hamilton Rosenberg sold out of New Oriental (EDU) in Q3 2021, closing a stake of 303 shares — an estimated $25K sold.

Matthew Hamilton Rosenberg first reported a position in EDU in Q2 2020 and held it in 5 quarters. The position peaked at $56K in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Matthew Hamilton Rosenberg reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 303 New Oriental shares in Q3 2021, an estimated $25K.
  • Matthew Hamilton Rosenberg first reported a position in New Oriental in Q2 2020 and held it in 5 quarters.
  • Matthew Hamilton Rosenberg's New Oriental position peaked at $56K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2021, filed 12 Oct 2021.