Old Mutual Customised Solutions’s New Oriental EDU Stock Holding History

Old Mutual Customised Solutions’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 Q2	$530K	Buy	5,600 +2,400	+75%	+$230K	0.05%	384
2018 Q1	$280K	Hold	3,200	–	–	0.03%	499
2017 Q4	$301K	Hold	3,200	–	–	0.03%	482
2017 Q3	$282K	Buy	3,200 +1,900	+146%	+$155K	0.04%	464
2017 Q2	$92K	Hold	1,300	–	–	0.01%	673
2017 Q1	$78K	Hold	1,300	–	–	0.01%	702
2016 Q4	$55K	Buy	+1,300	New	+$61.2K	0.01%	755

Other funds holding EDU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Old Mutual Customised Solutions's EDU Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its New Oriental (EDU) stake by 75% in Q2 2018, buying an estimated $230K and bringing the position to 5,600 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #384.

Old Mutual Customised Solutions first reported a position in EDU in Q4 2016 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold EDU as of Q2 2018.

Old Mutual Customised Solutions held 5,600 shares of New Oriental worth $530K as of Q2 2018.
Old Mutual Customised Solutions bought 2,400 New Oriental shares in Q2 2018, an estimated $230K.
New Oriental made up 0.05% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #384 holding.
Old Mutual Customised Solutions first reported a position in New Oriental in Q4 2016 and has held it in 7 quarters since.
314 funds tracked by Wall St. Rank held New Oriental as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.