NA
EDU icon

Navellier & Associates’s New Oriental EDU Stock Holding History

Navellier & Associates’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
2020
Q3 		– Sell
-2,105
Closed -$274K – 235
2020
Q2 		$274K Sell
2,105
-2,681
-56% -$327K 0.07% 187
2020
Q1 		$518K Sell
4,786
-413
-8% -$53K 0.12% 134
2019
Q4 		$630K Buy
+5,199
New +$622K 0.1% 168
2016
Q4 		– Sell
-7,107
Closed -$329K – 284
2016
Q3 		$329K Buy
7,107
+42
+0.6% +$1.82K 0.05% 198
2016
Q2 		$296K Buy
+7,065
New +$279K 0.04% 181

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
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

Navellier & Associates's EDU Position: Q3 2020 in Review

Navellier & Associates sold out of New Oriental (EDU) in Q3 2020, closing a stake of 2,105 shares — an estimated $274K sold.

Navellier & Associates first reported a position in EDU in Q2 2016 and held it in 5 quarters. The position peaked at $630K in Q4 2019. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

  • Navellier & Associates reported no remaining New Oriental position as of Q3 2020 after selling out during the quarter.
  • Navellier & Associates sold 2,105 New Oriental shares in Q3 2020, an estimated $274K.
  • Navellier & Associates first reported a position in New Oriental in Q2 2016 and held it in 5 quarters.
  • Navellier & Associates's New Oriental position peaked at $630K in Q4 2019.
  • 409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on Navellier & Associates's 13F filing for Q3 2020, filed 9 Nov 2020.