Nan Shan Life Insurance’s New Oriental EDU Stock Holding History

Nan Shan Life Insurance’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 Q2	–	Sell	-83,049	Closed	-$11.6M	–	110
2021 Q1	$11.6M	Buy	83,049 +650	+0.8%	+$114K	0.23%	94
2020 Q4	$15.3M	Buy	+82,399	New	+$13.9M	0.32%	84
2020 Q3	–	Sell	-184,434	Closed	-$24M	–	108
2020 Q2	$24M	Buy	184,434 +75,000	+69%	+$9.14M	0.73%	46
2020 Q1	$11.8M	Buy	+109,434	New	+$14M	0.43%	53

Other funds holding EDU

DSA

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Nan Shan Life Insurance's EDU Position: Q2 2021 in Review

Nan Shan Life Insurance sold out of New Oriental (EDU) in Q2 2021, closing a stake of 83,049 shares — an estimated $11.6M sold.

Nan Shan Life Insurance first reported a position in EDU in Q1 2020 and held it in 4 quarters. The position peaked at $24M in Q2 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

Nan Shan Life Insurance reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
Nan Shan Life Insurance sold 83,049 New Oriental shares in Q2 2021, an estimated $11.6M.
Nan Shan Life Insurance first reported a position in New Oriental in Q1 2020 and held it in 4 quarters.
Nan Shan Life Insurance's New Oriental position peaked at $24M in Q2 2020.
396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Nan Shan Life Insurance's 13F filing for Q2 2021, filed 13 Aug 2021.