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QS Batterymarch Financial Management’s New Oriental EDU Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$1.94M Hold
83,545
– – 0.05% 421
2014
Q2 		$2.22M Sell
83,545
-10,500
-11% -$271K 0.06% 416
2014
Q1 		$2.76M Buy
94,045
+2,300
+3% +$69.1K 0.06% 429
2013
Q4 		$2.89M Buy
+91,745
New +$2.55M 0.06% 412

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

QS Batterymarch Financial Management's EDU Position: Q3 2014 in Review

QS Batterymarch Financial Management held its New Oriental (EDU) position steady in Q3 2014 at 83,545 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #421.

QS Batterymarch Financial Management first reported a position in EDU in Q4 2013 and has held it in 4 quarters since. The position peaked at $2.89M in Q4 2013. 128 funds tracked by Wall St. Rank hold EDU as of Q3 2014.

  • QS Batterymarch Financial Management held 83,545 shares of New Oriental worth $1.94M as of Q3 2014.
  • QS Batterymarch Financial Management left its New Oriental share count unchanged in Q3 2014.
  • New Oriental made up 0.05% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #421 holding.
  • QS Batterymarch Financial Management first reported a position in New Oriental in Q4 2013 and has held it in 4 quarters since.
  • QS Batterymarch Financial Management's New Oriental position peaked at $2.89M in Q4 2013.
  • 128 funds tracked by Wall St. Rank held New Oriental as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.