McKinley Capital Management’s New Oriental EDU Stock Holding History

McKinley Capital Management’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 Q2	–	Sell	-3,870	Closed	-$542K	–	180
2021 Q1	$542K	Sell	3,870 -1,340	-26%	-$234K	0.04%	171
2020 Q4	$968K	Hold	5,210	–	–	0.07%	148
2020 Q3	$779K	Hold	5,210	–	–	0.06%	151
2020 Q2	$678K	Sell	5,210 -10,840	-68%	-$1.32M	0.05%	158
2020 Q1	$1.74M	Buy	16,050 +11,940	+291%	+$1.53M	0.14%	112
2019 Q4	$498K	Buy	+4,110	New	+$491K	0.03%	170
2016 Q4	–	Sell	-4,285	Closed	-$199K	–	512
2016 Q3	$199K	Buy	+4,285	New	+$186K	0.01%	364

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

McKinley Capital Management's EDU Position: Q2 2021 in Review

McKinley Capital Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 3,870 shares — an estimated $542K sold.

McKinley Capital Management first reported a position in EDU in Q3 2016 and held it in 7 quarters. The position peaked at $1.74M in Q1 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

McKinley Capital Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
McKinley Capital Management sold 3,870 New Oriental shares in Q2 2021, an estimated $542K.
McKinley Capital Management first reported a position in New Oriental in Q3 2016 and held it in 7 quarters.
McKinley Capital Management's New Oriental position peaked at $1.74M in Q1 2020.
396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on McKinley Capital Management's 13F filing for Q2 2021, filed 3 Aug 2021.