Next Financial Group’s New Oriental EDU Stock Holding History

Next Financial Group’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 Q4	–	Sell	-1,050	Closed	-$22K	–	2887
2021 Q3	$22K	Sell	1,050 -300	-22%	-$9.52K	﹤0.01%	1757
2021 Q2	$111K	Buy	1,350 +950	+238%	+$115K	0.01%	1072
2021 Q1	$56K	Sell	400 -550	-58%	-$96.1K	0.01%	1234
2020 Q4	$177K	Hold	950	–	–	0.02%	754
2020 Q3	$142K	Buy	+950	New	+$137K	0.02%	737
2020 Q2	–	Sell	-1,051	Closed	-$114K	–	920
2020 Q1	$114K	Buy	1,051 +870	+481%	+$112K	0.01%	722
2019 Q4	$22K	Buy	181 +62	+52%	+$7.41K	﹤0.01%	1493
2019 Q3	$13K	Buy	119 +100	+526%	+$10.5K	﹤0.01%	1603
2019 Q2	$2K	Sell	19 -300	-94%	-$26.9K	﹤0.01%	2107
2019 Q1	$29K	Buy	319 +300	+1,579%	+$22.6K	0.01%	867
2018 Q4	$1K	Buy	+19	New	+$1.1K	﹤0.01%	1833

Other funds holding EDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

YCM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's EDU Position: Q4 2021 in Review

Next Financial Group sold out of New Oriental (EDU) in Q4 2021, closing a stake of 1,050 shares — an estimated $22K sold.

Next Financial Group first reported a position in EDU in Q4 2018 and held it in 11 quarters. The position peaked at $177K in Q4 2020. 245 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

Next Financial Group reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 1,050 New Oriental shares in Q4 2021, an estimated $22K.
Next Financial Group first reported a position in New Oriental in Q4 2018 and held it in 11 quarters.
Next Financial Group's New Oriental position peaked at $177K in Q4 2020.
245 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.