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Private Capital Group’s New Oriental EDU Stock Holding History

Private Capital 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
Q3 		– Sell
-81
Closed -$7K – 2165
2021
Q2 		$7K Buy
81
+20
+33% +$2.43K ﹤0.01% 1451
2021
Q1 		$9K Hold
61
– – ﹤0.01% 1320
2020
Q4 		$11K Hold
61
– – ﹤0.01% 1367
2020
Q3 		$9K Hold
61
– – ﹤0.01% 1344
2020
Q2 		$8K Sell
61
-10
-14% -$1.22K ﹤0.01% 1391
2020
Q1 		$8K Hold
71
– – ﹤0.01% 1339
2019
Q4 		$8K Sell
71
-10
-12% -$1.2K ﹤0.01% 1393
2019
Q3 		$9K Buy
81
+48
+145% +$5.03K ﹤0.01% 1492
2019
Q2 		$3K Sell
33
-60
-65% -$5.37K ﹤0.01% 1804
2019
Q1 		$8K Buy
93
+60
+182% +$4.52K ﹤0.01% 1533
2018
Q4 		$2K Hold
33
– – ﹤0.01% 1861
2018
Q3 		$2K Hold
33
– – ﹤0.01% 1938
2018
Q2 		$3K Hold
33
– – ﹤0.01% 1786
2018
Q1 		$3K Hold
33
– – ﹤0.01% 1745
2017
Q4 		$3K Buy
+33
New +$2.93K ﹤0.01% 1755

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

Private Capital Group's EDU Position: Q3 2021 in Review

Private Capital Group sold out of New Oriental (EDU) in Q3 2021, closing a stake of 81 shares — an estimated $7K sold.

Private Capital Group first reported a position in EDU in Q4 2017 and held it in 15 quarters. The position peaked at $11K in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Private Capital Group reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Private Capital Group sold 81 New Oriental shares in Q3 2021, an estimated $7K.
  • Private Capital Group first reported a position in New Oriental in Q4 2017 and held it in 15 quarters.
  • Private Capital Group's New Oriental position peaked at $11K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Private Capital Group's 13F filing for Q3 2021, filed 13 Oct 2021.