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Mitchell Capital Management’s New Oriental EDU Stock Holding History

Mitchell 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
Q1 		– Sell
-1,643
Closed -$305K – 152
2020
Q4 		$305K Buy
1,643
+139
+9% +$23.4K 0.08% 136
2020
Q3 		$225K Buy
+1,504
New +$217K 0.07% 141
2018
Q4 		– Sell
-4,220
Closed -$312K – 115
2018
Q3 		$312K Buy
4,220
+23
+0.5% +$1.91K 0.1% 109
2018
Q2 		$397K Buy
4,197
+1,283
+44% +$123K 0.14% 94
2018
Q1 		$255K Buy
+2,914
New +$271K 0.09% 106

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

Mitchell Capital Management's EDU Position: Q1 2021 in Review

Mitchell Capital Management sold out of New Oriental (EDU) in Q1 2021, closing a stake of 1,643 shares — an estimated $305K sold.

Mitchell Capital Management first reported a position in EDU in Q1 2018 and held it in 5 quarters. The position peaked at $397K in Q2 2018. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Mitchell Capital Management reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Mitchell Capital Management sold 1,643 New Oriental shares in Q1 2021, an estimated $305K.
  • Mitchell Capital Management first reported a position in New Oriental in Q1 2018 and held it in 5 quarters.
  • Mitchell Capital Management's New Oriental position peaked at $397K in Q2 2018.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Mitchell Capital Management's 13F filing for Q1 2021, filed 29 Apr 2021.