NEI
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Northwest & Ethical Investments’s New Oriental EDU Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-11,671
Closed -$2.17M – 418
2020
Q4 		$2.17M Hold
11,671
– – 0.08% 252
2020
Q3 		$1.74M Buy
11,671
+2,065
+21% +$298K 0.08% 253
2020
Q2 		$1.25M Buy
9,606
+1,777
+23% +$217K 0.06% 287
2020
Q1 		$847K Buy
7,829
+761
+11% +$97.7K 0.05% 303
2019
Q4 		$857K Sell
7,068
-3,788
-35% -$453K 0.04% 332
2019
Q3 		$1.2M Buy
10,856
+424
+4% +$44.4K 0.06% 298
2019
Q2 		$1.01M Buy
10,432
+583
+6% +$52.2K 0.05% 318
2019
Q1 		$887K Sell
9,849
-10,553
-52% -$795K 0.05% 321
2018
Q4 		$1.12M Sell
20,402
-1,249
-6% -$72.3K 0.07% 304
2018
Q3 		$1.6M Buy
21,651
+1,113
+5% +$92.3K 0.1% 248
2018
Q2 		$1.94M Buy
20,538
+1,886
+10% +$180K 0.13% 227
2018
Q1 		$1.63M Buy
18,652
+6,836
+58% +$636K 0.11% 240
2017
Q4 		$1.11M Buy
11,816
+6,649
+129% +$590K 0.07% 275
2017
Q3 		$456K Hold
5,167
– – 0.03% 316
2017
Q2 		$364K Sell
5,167
-1,719
-25% -$118K 0.02% 320
2017
Q1 		$416K Hold
6,886
– – 0.03% 334
2016
Q4 		$290K Buy
+6,886
New +$324K 0.02% 336

Other funds holding EDU

BlackRock
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Northwest & Ethical Investments's EDU Position: Q1 2021 in Review

Northwest & Ethical Investments sold out of New Oriental (EDU) in Q1 2021, closing a stake of 11,671 shares — an estimated $2.17M sold.

Northwest & Ethical Investments first reported a position in EDU in Q4 2016 and held it in 17 quarters. The position peaked at $2.17M in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Northwest & Ethical Investments reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 11,671 New Oriental shares in Q1 2021, an estimated $2.17M.
  • Northwest & Ethical Investments first reported a position in New Oriental in Q4 2016 and held it in 17 quarters.
  • Northwest & Ethical Investments's New Oriental position peaked at $2.17M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Northwest & Ethical Investments's 13F filing for Q1 2021, filed 9 Jul 2025.