Melvin Capital Management’s New Oriental EDU Stock Holding History

Melvin 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
2020 Q2	–	Sell	-2,638,604	Closed	-$286M	–	103
2020 Q1	$286M	Buy	2,638,604 +1,338,604	+103%	+$172M	2.28%	16
2019 Q4	$158M	Sell	1,300,000 -250,000	-16%	-$29.9M	1.29%	27
2019 Q3	$172M	Buy	1,550,000 +700,000	+82%	+$73.3M	1.39%	22
2019 Q2	$82.1M	Sell	850,000 -450,000	-35%	-$40.3M	0.84%	36
2019 Q1	$117M	Buy	1,300,000 +500,000	+63%	+$37.6M	1.37%	24
2018 Q4	$43.8M	Sell	800,000 -2,345,306	-75%	-$136M	0.6%	48
2018 Q3	$233M	Sell	3,145,306 -19,618	-0.6%	-$1.63M	2.45%	15
2018 Q2	$300M	Buy	3,164,924 +673,115	+27%	+$64.4M	2.71%	7
2018 Q1	$218M	Buy	2,491,809 +165,951	+7%	+$15.4M	2.09%	16
2017 Q4	$219M	Buy	2,325,858 +1,575,858	+210%	+$140M	2.07%	10
2017 Q3	$66.2M	Buy	750,000 +125,000	+20%	+$10.2M	0.8%	39
2017 Q2	$44.1M	Buy	+625,000	New	+$42.9M	0.58%	48

Other funds holding EDU

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

DSA

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Melvin Capital Management's EDU Position: Q2 2020 in Review

Melvin Capital Management sold out of New Oriental (EDU) in Q2 2020, closing a stake of 2,638,604 shares — an estimated $286M sold.

Melvin Capital Management first reported a position in EDU in Q2 2017 and held it in 12 quarters. The position peaked at $300M in Q2 2018. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

Melvin Capital Management reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
Melvin Capital Management sold 2,638,604 New Oriental shares in Q2 2020, an estimated $286M.
Melvin Capital Management first reported a position in New Oriental in Q2 2017 and held it in 12 quarters.
Melvin Capital Management's New Oriental position peaked at $300M in Q2 2018.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Melvin Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.