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Perigon Wealth Management’s New Oriental EDU Stock Holding History

Perigon Wealth Management’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
Q2 		– Sell
-1,355
Closed -$190K – 518
2021
Q1 		$190K Sell
1,355
-2,740
-67% -$479K 0.02% 476
2020
Q4 		$761K Buy
4,095
+40
+1% +$6.73K 0.09% 185
2020
Q3 		$606K Sell
4,055
-100
-2% -$14.4K 0.08% 191
2020
Q2 		$541K Buy
4,155
+1,600
+63% +$195K 0.09% 189
2020
Q1 		$296K Buy
+2,555
New +$328K 0.06% 237
2016
Q4 		– Sell
-138
Closed -$6K – 714
2016
Q3 		$6K Buy
+138
New +$5.99K ﹤0.01% 533

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Perigon Wealth Management's EDU Position: Q2 2021 in Review

Perigon Wealth Management sold out of New Oriental (EDU) in Q2 2021, closing a stake of 1,355 shares — an estimated $190K sold.

Perigon Wealth Management first reported a position in EDU in Q3 2016 and held it in 6 quarters. The position peaked at $761K in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Perigon Wealth Management reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,355 New Oriental shares in Q2 2021, an estimated $190K.
  • Perigon Wealth Management first reported a position in New Oriental in Q3 2016 and held it in 6 quarters.
  • Perigon Wealth Management's New Oriental position peaked at $761K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Perigon Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.