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