NKCFO LLC’s New Oriental EDU Stock Holding History

NKCFO LLC’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	-750	Closed	-$98K	–	113
2020 Q2	$98K	Hold	750	–	–	0.07%	62
2020 Q1	$81K	Buy	750 +500	+200%	+$64.2K	0.08%	65
2019 Q4	$30K	Buy	+250	New	+$29.9K	0.02%	89

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

NKCFO LLC's EDU Position: Q3 2020 in Review

NKCFO LLC sold out of New Oriental (EDU) in Q3 2020, closing a stake of 750 shares — an estimated $98K sold.

NKCFO LLC first reported a position in EDU in Q4 2019 and held it in 3 quarters. The position peaked at $98K in Q2 2020. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

NKCFO LLC reported no remaining New Oriental position as of Q3 2020 after selling out during the quarter.
NKCFO LLC sold 750 New Oriental shares in Q3 2020, an estimated $98K.
NKCFO LLC first reported a position in New Oriental in Q4 2019 and held it in 3 quarters.
NKCFO LLC's New Oriental position peaked at $98K in Q2 2020.
409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on NKCFO LLC's 13F filing for Q3 2020, filed 4 Nov 2020.