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QS Investors’s New Oriental EDU Stock Holding History

QS Investors’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
2020
Q3 		– Sell
-1,000
Closed -$131K – 1279
2020
Q2 		$131K Sell
1,000
-300
-23% -$36.6K ﹤0.01% 1241
2020
Q1 		$141K Hold
1,300
– – ﹤0.01% 1170
2019
Q4 		$166K Sell
1,300
-700
-35% -$83.7K ﹤0.01% 1223
2019
Q3 		$222K Sell
2,000
-100
-5% -$10.5K ﹤0.01% 1180
2019
Q2 		$203K Sell
2,100
-3,400
-62% -$304K ﹤0.01% 1216
2019
Q1 		$496K Sell
5,500
-2,700
-33% -$203K 0.01% 977
2018
Q4 		$450K Buy
8,200
+1,600
+24% +$92.7K 0.01% 932
2018
Q3 		$488K Hold
6,600
– – ﹤0.01% 961
2018
Q2 		$625K Buy
6,600
+2,300
+53% +$220K 0.01% 890
2018
Q1 		$377K Hold
4,300
– – ﹤0.01% 1008
2017
Q4 		$404K Sell
4,300
-769
-15% -$68.3K ﹤0.01% 990
2017
Q3 		$447K Buy
5,069
+100
+2% +$8.15K ﹤0.01% 983
2017
Q2 		$350K Sell
4,969
-4,831
-49% -$332K ﹤0.01% 1026
2017
Q1 		$592K Sell
9,800
-300
-3% -$15.2K 0.01% 914
2016
Q4 		$425K Hold
10,100
– – ﹤0.01% 927
2016
Q3 		$468K Sell
10,100
-4,200
-29% -$182K ﹤0.01% 900
2016
Q2 		$599K Sell
14,300
-4,800
-25% -$189K 0.01% 870
2016
Q1 		$661K Buy
19,100
+16,600
+664% +$519K 0.01% 851
2015
Q4 		$78K Buy
2,500
+200
+9% +$5.63K ﹤0.01% 1265
2015
Q3 		$46K Hold
2,300
– – ﹤0.01% 1304
2015
Q2 		$56K Hold
2,300
– – ﹤0.01% 1228
2015
Q1 		$51K Sell
2,300
-50,000
-96% -$1.01M ﹤0.01% 1227
2014
Q4 		$1.07M Buy
+52,300
New +$1.14M 0.01% 716

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

QS Investors's EDU Position: Q3 2020 in Review

QS Investors sold out of New Oriental (EDU) in Q3 2020, closing a stake of 1,000 shares — an estimated $131K sold.

QS Investors first reported a position in EDU in Q4 2014 and held it in 23 quarters. The position peaked at $1.07M in Q4 2014. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

  • QS Investors reported no remaining New Oriental position as of Q3 2020 after selling out during the quarter.
  • QS Investors sold 1,000 New Oriental shares in Q3 2020, an estimated $131K.
  • QS Investors first reported a position in New Oriental in Q4 2014 and held it in 23 quarters.
  • QS Investors's New Oriental position peaked at $1.07M in Q4 2014.
  • 409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.