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Newbrook Capital Advisors’s New Oriental EDU Stock Holding History

Newbrook Capital Advisors’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
Q2 		– Sell
-811,176
Closed -$71.1M – 26
2018
Q1 		$71.1M Buy
+811,176
New +$75.5M 5.16% 10

Other funds holding EDU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Newbrook Capital Advisors's EDU Position: Q2 2018 in Review

Newbrook Capital Advisors sold out of New Oriental (EDU) in Q2 2018, closing a stake of 811,176 shares — an estimated $71.1M sold.

Newbrook Capital Advisors first reported a position in EDU in Q1 2018 and held it in 1 quarter. The position peaked at $71.1M in Q1 2018. 313 funds tracked by Wall St. Rank hold EDU as of Q2 2018.

  • Newbrook Capital Advisors reported no remaining New Oriental position as of Q2 2018 after selling out during the quarter.
  • Newbrook Capital Advisors sold 811,176 New Oriental shares in Q2 2018, an estimated $71.1M.
  • Newbrook Capital Advisors first reported a position in New Oriental in Q1 2018 and held it in 1 quarter.
  • Newbrook Capital Advisors's New Oriental position peaked at $71.1M in Q1 2018.
  • 313 funds tracked by Wall St. Rank held New Oriental as of Q2 2018.

Based on Newbrook Capital Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.