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Meitav Investment House’s New Oriental EDU Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-120,354
Closed -$22.4M – 407
2020
Q4 		$22.4M Buy
120,354
+3,220
+3% +$542K 0.88% 46
2020
Q3 		$17.5M Buy
117,134
+134
+0.1% +$19.4K 0.87% 48
2020
Q2 		$15.2M Buy
+117,000
New +$14.3M 0.91% 48

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Meitav Investment House's EDU Position: Q1 2021 in Review

Meitav Investment House sold out of New Oriental (EDU) in Q1 2021, closing a stake of 120,354 shares — an estimated $22.4M sold.

Meitav Investment House first reported a position in EDU in Q2 2020 and held it in 3 quarters. The position peaked at $22.4M in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Meitav Investment House reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 120,354 New Oriental shares in Q1 2021, an estimated $22.4M.
  • Meitav Investment House first reported a position in New Oriental in Q2 2020 and held it in 3 quarters.
  • Meitav Investment House's New Oriental position peaked at $22.4M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.