Moors & Cabot’s New Oriental EDU Stock Holding History

Moors & Cabot’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 Q2	–	Sell	-50	Closed	-$1.93K	–	869
2023 Q1	$1.93K	Buy	+50	New	+$2.02K	﹤0.01%	872

Other funds holding EDU

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Moors & Cabot's EDU Position: Q2 2023 in Review

Moors & Cabot sold out of New Oriental (EDU) in Q2 2023, closing a stake of 50 shares — an estimated $1.93K sold.

Moors & Cabot first reported a position in EDU in Q1 2023 and held it in 1 quarter. The position peaked at $1.93K in Q1 2023. 177 funds tracked by Wall St. Rank hold EDU as of Q2 2023.

Moors & Cabot reported no remaining New Oriental position as of Q2 2023 after selling out during the quarter.
Moors & Cabot sold 50 New Oriental shares in Q2 2023, an estimated $1.93K.
Moors & Cabot first reported a position in New Oriental in Q1 2023 and held it in 1 quarter.
Moors & Cabot's New Oriental position peaked at $1.93K in Q1 2023.
177 funds tracked by Wall St. Rank held New Oriental as of Q2 2023.

Based on Moors & Cabot's 13F filing for Q2 2023, filed 10 Aug 2023.