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ProVise Management Group’s New Oriental EDU Stock Holding History

ProVise Management 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
2022
Q1 		– Sell
-1,250
Closed -$26K – 385
2021
Q4 		$26K Buy
+1,250
New +$27K ﹤0.01% 392
2018
Q4 		– Sell
-3,255
Closed -$241K – 308
2018
Q3 		$241K Hold
3,255
– – 0.03% 286
2018
Q2 		$308 Sell
3,255
-464
-12% -$44.4K 0.02% 263
2018
Q1 		$326K Sell
3,719
-3,034
-45% -$282K 0.05% 239
2017
Q4 		$635K Sell
6,753
-1,466
-18% -$130K 0.09% 182
2017
Q3 		$725K Sell
8,219
-1,070
-12% -$87.2K 0.11% 172
2017
Q2 		$655K Sell
9,289
-43
-0.5% -$2.95K 0.1% 181
2017
Q1 		$563K Buy
9,332
+154
+2% +$7.81K 0.09% 200
2016
Q4 		$386K Sell
9,178
-1,173
-11% -$55.3K 0.07% 234
2016
Q3 		$480K Buy
10,351
+418
+4% +$18.1K 0.08% 209
2016
Q2 		$416K Buy
9,933
+1,446
+17% +$57.1K 0.08% 220
2016
Q1 		$294K Buy
+8,487
New +$265K 0.06% 232

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return