Paragon Advisors’s New Oriental EDU Stock Holding History

Paragon Advisors’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	-3,219	Closed	-$560K	–	82
2020 Q4	$560K	Buy	+3,219	New	+$542K	0.3%	70

Other funds holding EDU

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 London, United Kingdom $141B AUM 34.18% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Paragon Advisors's EDU Position: Q1 2021 in Review

Paragon Advisors sold out of New Oriental (EDU) in Q1 2021, closing a stake of 3,219 shares — an estimated $560K sold.

Paragon Advisors first reported a position in EDU in Q4 2020 and held it in 1 quarter. The position peaked at $560K in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

Paragon Advisors reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
Paragon Advisors sold 3,219 New Oriental shares in Q1 2021, an estimated $560K.
Paragon Advisors first reported a position in New Oriental in Q4 2020 and held it in 1 quarter.
Paragon Advisors's New Oriental position peaked at $560K in Q4 2020.
438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Paragon Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.