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North Fourth Asset Management’s New Oriental EDU Stock Holding History

North Fourth Asset 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
Q3 		– Sell
-10,000
Closed -$947K – 65
2018
Q2 		$947K Sell
10,000
-173,000
-95% -$16.6M 0.23% 58
2018
Q1 		$16M Buy
+183,000
New +$17M 4.05% 4

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

North Fourth Asset Management's EDU Position: Q3 2018 in Review

North Fourth Asset Management sold out of New Oriental (EDU) in Q3 2018, closing a stake of 95,131 shares — an estimated $9.01M sold.

North Fourth Asset Management first reported a position in EDU in Q1 2018 and held it in 2 quarters. The position peaked at $9.01M in Q2 2018. 291 funds tracked by Wall St. Rank hold EDU as of Q3 2018.

  • North Fourth Asset Management reported no remaining New Oriental position as of Q3 2018 after selling out during the quarter.
  • North Fourth Asset Management sold 95,131 New Oriental shares in Q3 2018, an estimated $9.01M.
  • North Fourth Asset Management first reported a position in New Oriental in Q1 2018 and held it in 2 quarters.
  • North Fourth Asset Management's New Oriental position peaked at $9.01M in Q2 2018.
  • 291 funds tracked by Wall St. Rank held New Oriental as of Q3 2018.

Based on North Fourth Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.