Polen Capital Management’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-735,429
| Closed | -$60.2M | – | 92 |
|
2021
Q2 | $60.2M | Buy |
735,429
+16,502
| +2% | +$1.35M | 0.12% | 30 |
|
2021
Q1 | $101M | Buy |
718,927
+191,948
| +36% | +$26.9M | 0.23% | 29 |
|
2020
Q4 | $97.9M | Buy |
526,979
+65,181
| +14% | +$12.1M | 0.23% | 27 |
|
2020
Q3 | $69M | Buy |
461,798
+136,313
| +42% | +$20.4M | 0.18% | 29 |
|
2020
Q2 | $42.4M | Buy |
325,485
+57,477
| +21% | +$7.49M | 0.13% | 27 |
|
2020
Q1 | $29M | Buy |
+268,008
| New | +$29M | 0.13% | 28 |
|