NCM
EDU icon

Nelson Capital Management’s New Oriental EDU Stock Holding History

Nelson 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
2018
Q4 		– Sell
-29
Closed -$2K – 297
2018
Q3 		$2K Buy
+29
New +$2.4K ﹤0.01% 263

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nelson Capital Management's EDU Position: Q4 2018 in Review

Nelson Capital Management sold out of New Oriental (EDU) in Q4 2018, closing a stake of 29 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in EDU in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 274 funds tracked by Wall St. Rank hold EDU as of Q4 2018.

  • Nelson Capital Management reported no remaining New Oriental position as of Q4 2018 after selling out during the quarter.
  • Nelson Capital Management sold 29 New Oriental shares in Q4 2018, an estimated $2K.
  • Nelson Capital Management first reported a position in New Oriental in Q3 2018 and held it in 1 quarter.
  • Nelson Capital Management's New Oriental position peaked at $2K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held New Oriental as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.