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Polunin Capital Partners’s New Oriental EDU Stock Holding History

Polunin Capital Partners’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
2023
Q2 		– Sell
-2,352,118
Closed -$90.8M – 30
2023
Q1 		$90.8M Sell
2,352,118
-35,000
-1% -$1.41M 18.81% 1
2022
Q4 		$83.1M Sell
2,387,118
-126,200
-5% -$3.57M 20.74% 1
2022
Q3 		$60.2M Sell
2,513,318
-129,100
-5% -$3.21M 21.05% 1
2022
Q2 		$53.8M Buy
+2,642,418
New +$36.2M 16.22% 2

Other funds holding EDU

GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return

Polunin Capital Partners's EDU Position: Q2 2023 in Review

Polunin Capital Partners sold out of New Oriental (EDU) in Q2 2023, closing a stake of 2,352,118 shares — an estimated $90.8M sold.

Polunin Capital Partners first reported a position in EDU in Q2 2022 and held it in 4 quarters. The position peaked at $90.8M in Q1 2023. 178 funds tracked by Wall St. Rank hold EDU as of Q2 2023.

  • Polunin Capital Partners reported no remaining New Oriental position as of Q2 2023 after selling out during the quarter.
  • Polunin Capital Partners sold 2,352,118 New Oriental shares in Q2 2023, an estimated $90.8M.
  • Polunin Capital Partners first reported a position in New Oriental in Q2 2022 and held it in 4 quarters.
  • Polunin Capital Partners's New Oriental position peaked at $90.8M in Q1 2023.
  • 178 funds tracked by Wall St. Rank held New Oriental as of Q2 2023.

Based on Polunin Capital Partners's 13F filing for Q2 2023, filed 31 Jul 2023.