Principal Financial Group
EDU icon

Principal Financial Group’s New Oriental EDU Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-486,622
Closed -$68.1M – 2616
2021
Q1 		$68.1M Sell
486,622
-95,087
-16% -$16.6M 0.05% 329
2020
Q4 		$108M Buy
581,709
+57,298
+11% +$9.64M 0.08% 236
2020
Q3 		$78.4M Sell
524,411
-110,337
-17% -$15.9M 0.07% 276
2020
Q2 		$82.7M Sell
634,748
-33,660
-5% -$4.1M 0.07% 270
2020
Q1 		$72.3M Buy
668,408
+404,798
+154% +$52M 0.08% 267
2019
Q4 		$32M Sell
263,610
-114,873
-30% -$13.7M 0.03% 542
2019
Q3 		$41.9M Sell
378,483
-81,093
-18% -$8.49M 0.04% 434
2019
Q2 		$44.4M Buy
459,576
+222,402
+94% +$19.9M 0.04% 421
2019
Q1 		$21.4M Buy
237,174
+220,853
+1,353% +$16.6M 0.02% 727
2018
Q4 		$895K Sell
16,321
-975,987
-98% -$56.5M ﹤0.01% 1829
2018
Q3 		$73.4M Buy
992,308
+27,595
+3% +$2.29M 0.06% 312
2018
Q2 		$91.3M Sell
964,713
-38,800
-4% -$3.71M 0.08% 261
2018
Q1 		$88M Sell
1,003,513
-239,261
-19% -$22.3M 0.08% 269
2017
Q4 		$117M Sell
1,242,774
-148,870
-11% -$13.2M 0.11% 238
2017
Q3 		$123M Buy
1,391,644
+100,384
+8% +$8.18M 0.12% 222
2017
Q2 		$91M Sell
1,291,260
-53,016
-4% -$3.64M 0.09% 272
2017
Q1 		$81.2M Sell
1,344,276
-423,937
-24% -$21.5M 0.1% 221
2016
Q4 		$74.4M Buy
1,768,213
+654,602
+59% +$30.8M 0.09% 224
2016
Q3 		$51.6M Sell
1,113,611
-30,814
-3% -$1.34M 0.07% 282
2016
Q2 		$47.9M Buy
1,144,425
+602,992
+111% +$23.8M 0.07% 279
2016
Q1 		$18.7M Buy
+541,433
New +$16.9M 0.03% 615

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return