Realta Investment Advisors’s New Oriental EDU Stock Holding History

Realta Investment Advisors’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 Q2	–	Sell	-1,199	Closed	-$14K	–	402
2022 Q1	$14K	Sell	1,199 -300	-20%	-$4.37K	﹤0.01%	426
2021 Q4	$31K	Sell	1,499 -650	-30%	-$14K	0.01%	415
2021 Q3	$44K	Sell	2,149 -35	-2%	-$1.11K	0.01%	404
2021 Q2	$179K	Buy	2,184 +109	+5%	+$13.2K	0.04%	382
2021 Q1	$291K	Buy	2,075 +850	+69%	+$148K	0.08%	281
2020 Q4	$228K	Buy	+1,225	New	+$206K	0.06%	285
2020 Q1	–	Sell	-890	Closed	-$107K	–	583
2019 Q4	$107K	Buy	890 +440	+98%	+$52.6K	0.03%	480
2019 Q3	$50K	Buy	450 +200	+80%	+$20.9K	0.01%	672
2019 Q2	$24K	Buy	+250	New	+$22.4K	0.01%	868

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Realta Investment Advisors's EDU Position: Q2 2022 in Review

Realta Investment Advisors sold out of New Oriental (EDU) in Q2 2022, closing a stake of 1,199 shares — an estimated $14K sold.

Realta Investment Advisors first reported a position in EDU in Q2 2019 and held it in 9 quarters. The position peaked at $291K in Q1 2021. 152 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

Realta Investment Advisors reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
Realta Investment Advisors sold 1,199 New Oriental shares in Q2 2022, an estimated $14K.
Realta Investment Advisors first reported a position in New Oriental in Q2 2019 and held it in 9 quarters.
Realta Investment Advisors's New Oriental position peaked at $291K in Q1 2021.
152 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.