PDS Planning’s New Oriental EDU Stock Holding History

PDS Planning’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 Q1	–	Sell	-1,364	Closed	-$29K	–	241
2021 Q4	$29K	Buy	+1,364	New	+$29.4K	0.01%	218

Other funds holding EDU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PDS Planning's EDU Position: Q1 2022 in Review

PDS Planning sold out of New Oriental (EDU) in Q1 2022, closing a stake of 1,364 shares — an estimated $29K sold.

PDS Planning first reported a position in EDU in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

PDS Planning reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
PDS Planning sold 1,364 New Oriental shares in Q1 2022, an estimated $29K.
PDS Planning first reported a position in New Oriental in Q4 2021 and held it in 1 quarter.
PDS Planning's New Oriental position peaked at $29K in Q4 2021.
194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on PDS Planning's 13F filing for Q1 2022, filed 18 Apr 2022.