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Money Concepts Capital’s New Oriental EDU Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-200
Closed -$6.96K – 1140
2022
Q4 		$6.96K Hold
200
– – ﹤0.01% 2194
2022
Q3 		$5K Hold
200
– – ﹤0.01% 1204
2022
Q2 		$4K Hold
200
– – ﹤0.01% 1203
2022
Q1 		$2K Buy
+200
New +$2.91K ﹤0.01% 2438
2021
Q1 		$449K Buy
3,204
+511
+19% +$89.3K 0.04% 331
2020
Q4 		$500K Buy
+2,693
New +$453K 0.05% 285

Other funds holding EDU

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FFM
FengHe Fund Management Singapore $1.05B AUM 316.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Money Concepts Capital's EDU Position: Q1 2023 in Review

Money Concepts Capital sold out of New Oriental (EDU) in Q1 2023, closing a stake of 200 shares — an estimated $6.96K sold.

Money Concepts Capital first reported a position in EDU in Q4 2020 and held it in 6 quarters. The position peaked at $500K in Q4 2020. 177 funds tracked by Wall St. Rank hold EDU as of Q1 2023.

  • Money Concepts Capital reported no remaining New Oriental position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 New Oriental shares in Q1 2023, an estimated $6.96K.
  • Money Concepts Capital first reported a position in New Oriental in Q4 2020 and held it in 6 quarters.
  • Money Concepts Capital's New Oriental position peaked at $500K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held New Oriental as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.