Polen Capital Management
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Polen Capital Management’s New Oriental EDU Stock Holding History

Polen Capital 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
Q3 		– Sell
-735,429
Closed -$60.2M – 92
2021
Q2 		$60.2M Buy
735,429
+16,502
+2% +$2M 0.12% 30
2021
Q1 		$101M Buy
718,927
+191,948
+36% +$33.5M 0.23% 29
2020
Q4 		$97.9M Buy
526,979
+65,181
+14% +$11M 0.23% 27
2020
Q3 		$69M Buy
461,798
+136,313
+42% +$19.7M 0.18% 29
2020
Q2 		$42.4M Buy
325,485
+57,477
+21% +$7M 0.13% 27
2020
Q1 		$29M Buy
+268,008
New +$34.4M 0.13% 28

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management's EDU Position: Q3 2021 in Review

Polen Capital Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 735,429 shares — an estimated $60.2M sold.

Polen Capital Management first reported a position in EDU in Q1 2020 and held it in 6 quarters. The position peaked at $101M in Q1 2021. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Polen Capital Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Polen Capital Management sold 735,429 New Oriental shares in Q3 2021, an estimated $60.2M.
  • Polen Capital Management first reported a position in New Oriental in Q1 2020 and held it in 6 quarters.
  • Polen Capital Management's New Oriental position peaked at $101M in Q1 2021.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Polen Capital Management's 13F filing for Q3 2021, filed 10 Nov 2021.