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Prudence Asset Management’s New Oriental EDU Stock Holding History

Prudence Asset 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
2017
Q4 		– Sell
-21,260
Closed -$1.88M – 8
2017
Q3 		$1.88M Buy
21,260
+13,700
+181% +$1.12M 7.53% 7
2017
Q2 		$533K Buy
+7,560
New +$519K 1.87% 8
2017
Q1 		– Sell
-35,698
Closed -$1.5M – 13
2016
Q4 		$1.5M Buy
35,698
+25,698
+257% +$1.21M 1.62% 13
2016
Q3 		$464K Buy
10,000
+5,000
+100% +$217K 0.35% 13
2016
Q2 		$209K Buy
+5,000
New +$197K 0.15% 21

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Prudence Asset Management's EDU Position: Q4 2017 in Review

Prudence Asset Management sold out of New Oriental (EDU) in Q4 2017, closing a stake of 21,260 shares — an estimated $1.88M sold.

Prudence Asset Management first reported a position in EDU in Q2 2016 and held it in 5 quarters. The position peaked at $1.88M in Q3 2017. 295 funds tracked by Wall St. Rank hold EDU as of Q4 2017.

  • Prudence Asset Management reported no remaining New Oriental position as of Q4 2017 after selling out during the quarter.
  • Prudence Asset Management sold 21,260 New Oriental shares in Q4 2017, an estimated $1.88M.
  • Prudence Asset Management first reported a position in New Oriental in Q2 2016 and held it in 5 quarters.
  • Prudence Asset Management's New Oriental position peaked at $1.88M in Q3 2017.
  • 295 funds tracked by Wall St. Rank held New Oriental as of Q4 2017.

Based on Prudence Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.