Overbrook Management Corp’s New Oriental EDU Stock Holding History

Overbrook Management Corp’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 Q2	–	Sell	-4,713	Closed	-$510K	–	111
2020 Q1	$510K	Buy	4,713 +1,089	+30%	+$140K	0.23%	45
2019 Q4	$439K	Buy	3,624 +1,275	+54%	+$152K	0.13%	56
2019 Q3	$260K	Hold	2,349	–	–	0.07%	68
2019 Q2	$227K	Buy	+2,349	New	+$210K	0.05%	71

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Overbrook Management Corp's EDU Position: Q2 2020 in Review

Overbrook Management Corp sold out of New Oriental (EDU) in Q2 2020, closing a stake of 4,713 shares — an estimated $510K sold.

Overbrook Management Corp first reported a position in EDU in Q2 2019 and held it in 4 quarters. The position peaked at $510K in Q1 2020. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

Overbrook Management Corp reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
Overbrook Management Corp sold 4,713 New Oriental shares in Q2 2020, an estimated $510K.
Overbrook Management Corp first reported a position in New Oriental in Q2 2019 and held it in 4 quarters.
Overbrook Management Corp's New Oriental position peaked at $510K in Q1 2020.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Overbrook Management Corp's 13F filing for Q2 2020, filed 13 Aug 2020.