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Nine Chapters Capital Management’s New Oriental EDU Stock Holding History

Nine Chapters 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
2015
Q3 		– Sell
-21,000
Closed -$515K – 1046
2015
Q2 		$515K Buy
+21,000
New +$520K 0.04% 564
2013
Q4 		– Sell
-20,300
Closed -$505K – 823
2013
Q3 		$505K Buy
+20,300
New +$464K 0.06% 413

Other funds holding EDU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nine Chapters Capital Management's EDU Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of New Oriental (EDU) in Q3 2015, closing a stake of 21,000 shares — an estimated $515K sold.

Nine Chapters Capital Management first reported a position in EDU in Q3 2013 and held it in 2 quarters. The position peaked at $515K in Q2 2015. 126 funds tracked by Wall St. Rank hold EDU as of Q3 2015.

  • Nine Chapters Capital Management reported no remaining New Oriental position as of Q3 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 21,000 New Oriental shares in Q3 2015, an estimated $515K.
  • Nine Chapters Capital Management first reported a position in New Oriental in Q3 2013 and held it in 2 quarters.
  • Nine Chapters Capital Management's New Oriental position peaked at $515K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held New Oriental as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.