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Santa Fe Partners’s New Oriental EDU Stock Holding History

Santa Fe Partners’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
2016
Q1 		– Sell
-90,992
Closed -$2.85M – 99
2015
Q4 		$2.85M Buy
+90,992
New +$2.56M 0.47% 69
2015
Q3 		– Sell
-33,645
Closed -$825K – 501
2015
Q2 		$825K Buy
+33,645
New +$834K 0.11% 311
2014
Q1 		– Sell
-10,682
Closed -$336K – 497
2013
Q4 		$336K Sell
10,682
-27,919
-72% -$777K 0.06% 390
2013
Q3 		$962K Buy
+38,601
New +$882K 0.18% 217

Other funds holding EDU

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OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Santa Fe Partners's EDU Position: Q1 2016 in Review

Santa Fe Partners sold out of New Oriental (EDU) in Q1 2016, closing a stake of 90,992 shares — an estimated $2.85M sold.

Santa Fe Partners first reported a position in EDU in Q3 2013 and held it in 4 quarters. The position peaked at $2.85M in Q4 2015. 216 funds tracked by Wall St. Rank hold EDU as of Q1 2016.

  • Santa Fe Partners reported no remaining New Oriental position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 90,992 New Oriental shares in Q1 2016, an estimated $2.85M.
  • Santa Fe Partners first reported a position in New Oriental in Q3 2013 and held it in 4 quarters.
  • Santa Fe Partners's New Oriental position peaked at $2.85M in Q4 2015.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.