Migdal Insurance & Financial Holdings’s New Oriental EDU Stock Holding History

Migdal Insurance & Financial Holdings’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	-1,652	Closed	-$137K	–	677
2021 Q2	$137K	Hold	1,652	–	–	﹤0.01%	361
2021 Q1	$231K	Hold	1,652	–	–	﹤0.01%	376
2020 Q4	$299K	Sell	1,652 -145	-8%	-$24.4K	﹤0.01%	262
2020 Q3	$266K	Hold	1,797	–	–	﹤0.01%	412
2020 Q2	$235K	Hold	1,797	–	–	﹤0.01%	343
2020 Q1	$195K	Hold	1,797	–	–	﹤0.01%	305
2019 Q4	$218K	Hold	1,797	–	–	﹤0.01%	402
2019 Q3	$199K	Sell	1,797 -912	-34%	-$95.5K	﹤0.01%	472
2019 Q2	$262K	Sell	2,709 -370	-12%	-$33.1K	0.01%	423
2019 Q1	$277K	Sell	3,079 -2,241	-42%	-$169K	0.01%	367
2018 Q4	$292K	Sell	5,320 -380	-7%	-$22K	0.01%	315
2018 Q3	$422K	Buy	5,700 +2,800	+97%	+$232K	0.01%	410
2018 Q2	$275K	Sell	2,900 -11,915	-80%	-$1.14M	0.01%	403
2018 Q1	$1.3M	Sell	14,815 -675	-4%	-$62.8K	0.03%	212
2017 Q4	$1.46M	Buy	15,490 +1,140	+8%	+$101K	0.04%	184
2017 Q3	$1.27M	Buy	+14,350	New	+$1.17M	0.03%	184

Other funds holding EDU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Migdal Insurance & Financial Holdings's EDU Position: Q3 2021 in Review

Migdal Insurance & Financial Holdings sold out of New Oriental (EDU) in Q3 2021, closing a stake of 1,652 shares — an estimated $137K sold.

Migdal Insurance & Financial Holdings first reported a position in EDU in Q3 2017 and held it in 16 quarters. The position peaked at $1.46M in Q4 2017. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

Migdal Insurance & Financial Holdings reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,652 New Oriental shares in Q3 2021, an estimated $137K.
Migdal Insurance & Financial Holdings first reported a position in New Oriental in Q3 2017 and held it in 16 quarters.
Migdal Insurance & Financial Holdings's New Oriental position peaked at $1.46M in Q4 2017.
271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2021, filed 16 Nov 2021.