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Perpetual Ltd’s New Oriental EDU Stock Holding History

Perpetual Ltd’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
Q3 		$5.64M Buy
+37,703
New +$5.45M 0.41% 104
2020
Q2 		– Sell
-31,641
Closed -$3.42M – 239
2020
Q1 		$3.42M Buy
+31,641
New +$4.06M 0.48% 82

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BlackRock
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Perpetual Ltd's EDU Position: Q3 2020 in Review

Perpetual Ltd opened a new position in New Oriental (EDU) in Q3 2020: 37,703 shares worth $5.64M. The stake represents 0.41% of the portfolio and ranks #104 among its holdings. This is a return to the name: Perpetual Ltd previously reported a position in EDU as recently as Q1 2020.

Perpetual Ltd first reported a position in EDU in Q1 2020 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

  • Perpetual Ltd held 37,703 shares of New Oriental worth $5.64M as of Q3 2020.
  • New Oriental was a new Perpetual Ltd position in Q3 2020.
  • New Oriental made up 0.41% of Perpetual Ltd's portfolio in Q3 2020, its #104 holding.
  • Perpetual Ltd first reported a position in New Oriental in Q1 2020 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.