Patriot Financial Group Insurance Agency’s New Oriental EDU Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q2	–	Sell	-165	Closed	-$2K	–	2051
2022 Q1	$2K	Buy	+165	New	+$2.4K	﹤0.01%	1837
2021 Q4	–	Sell	-146	Closed	-$3K	–	2173
2021 Q3	$3K	Sell	146 -150	-51%	-$4.76K	﹤0.01%	1830
2021 Q2	$24K	Buy	296 +250	+543%	+$30.3K	﹤0.01%	1103
2021 Q1	$6K	Sell	46 -2	-4%	-$349	﹤0.01%	1499
2020 Q4	$9K	Hold	48	–	–	﹤0.01%	1253
2020 Q3	$7K	Hold	48	–	–	﹤0.01%	1128
2020 Q2	$6K	Sell	48 -6	-11%	-$731	﹤0.01%	1119
2020 Q1	$6K	Buy	+54	New	+$6.93K	﹤0.01%	1005

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EDU Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of New Oriental (EDU) in Q2 2022, closing a stake of 165 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in EDU in Q1 2020 and held it in 8 quarters. The position peaked at $24K in Q2 2021. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 165 New Oriental shares in Q2 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in New Oriental in Q1 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's New Oriental position peaked at $24K in Q2 2021.
153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.