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Sarah Ketterer’s New Oriental EDU Stock Holding History

Sarah Ketterer’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
2021
Q3 		– Sell
-175,970
Closed -$14.4M – 84
2021
Q2 		$14.4M Sell
175,970
-61,553
-26% -$7.47M 0.29% 61
2021
Q1 		$33.3M Sell
237,523
-125,864
-35% -$22M 0.65% 40
2020
Q4 		$67.5M Sell
363,387
-21,399
-6% -$3.6M 1.27% 23
2020
Q3 		$57.5M Sell
384,786
-101,222
-21% -$14.6M 1.07% 30
2020
Q2 		$63.3M Sell
486,008
-195,000
-29% -$23.8M 1.14% 23
2020
Q1 		$73.7M Buy
681,008
+27,300
+4% +$3.5M 1.18% 23
2019
Q4 		$79.3M Buy
653,708
+204,177
+45% +$24.4M 0.85% 30
2019
Q3 		$49.8M Buy
449,531
+157,300
+54% +$16.5M 0.59% 33
2019
Q2 		$28.2M Buy
292,231
+266,392
+1,031% +$23.8M 0.31% 50
2019
Q1 		$2.33M Sell
25,839
-6,000
-19% -$452K 0.02% 66
2018
Q4 		$1.75M Sell
31,839
-582,927
-95% -$33.8M 0.02% 65
2018
Q3 		$45.5M Sell
614,766
-446
-0.1% -$37K 0.46% 35
2018
Q2 		$58.2M Sell
615,212
-71,369
-10% -$6.83M 0.59% 33
2018
Q1 		$60.2M Sell
686,581
-170,205
-20% -$15.8M 0.64% 33
2017
Q4 		$80.5M Sell
856,786
-117,500
-12% -$10.4M 0.85% 27
2017
Q3 		$86M Buy
974,286
+43,400
+5% +$3.54M 0.97% 25
2017
Q2 		$66.3M Sell
930,886
-56,100
-6% -$3.85M 0.82% 28
2017
Q1 		$60.3M Buy
986,986
+41,200
+4% +$2.09M 0.82% 29
2016
Q4 		$40.3M Buy
945,786
+60,000
+7% +$2.83M 0.7% 32
2016
Q3 		$41.5M Sell
885,786
-342,514
-28% -$14.9M 0.76% 34
2016
Q2 		$51.9M Buy
1,228,300
+205,800
+20% +$8.12M 1.11% 29
2016
Q1 		$35.8M Buy
1,022,500
+598,300
+141% +$18.7M 0.82% 31
2015
Q4 		$13.3M Buy
+424,200
New +$11.9M 0.28% 57

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sarah Ketterer's EDU Position: Q3 2021 in Review

Sarah Ketterer sold out of New Oriental (EDU) in Q3 2021, closing a stake of 175,970 shares — an estimated $14.4M sold.

Sarah Ketterer first reported a position in EDU in Q4 2015 and held it in 23 quarters. The position peaked at $86M in Q3 2017. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Sarah Ketterer reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Sarah Ketterer sold 175,970 New Oriental shares in Q3 2021, an estimated $14.4M.
  • Sarah Ketterer first reported a position in New Oriental in Q4 2015 and held it in 23 quarters.
  • Sarah Ketterer's New Oriental position peaked at $86M in Q3 2017.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Causeway Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.