Sargent Bickham Lagudis’s New Oriental EDU Stock Holding History

Sargent Bickham Lagudis’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 Q4	$25.5K	Hold	731	–	–	﹤0.01%	558
2022 Q3	$18K	Hold	731	–	–	﹤0.01%	587
2022 Q2	$15K	Buy	+731	New	+$10K	﹤0.01%	633
2022 Q1	–	Sell	-731	Closed	-$15K	–	974
2021 Q4	$15K	Hold	731	–	–	﹤0.01%	646
2021 Q3	$15K	Hold	731	–	–	﹤0.01%	653
2021 Q2	$60K	Hold	731	–	–	﹤0.01%	420
2021 Q1	$102K	Hold	731	–	–	0.01%	332
2020 Q4	$136K	Hold	731	–	–	0.01%	287
2020 Q3	$109K	Hold	731	–	–	0.01%	280
2020 Q2	$95K	Hold	731	–	–	0.01%	284
2020 Q1	$79K	Sell	731 -869	-54%	-$112K	0.01%	282
2019 Q4	$194K	Hold	1,600	–	–	0.02%	203
2019 Q3	$177K	Hold	1,600	–	–	0.02%	199
2019 Q2	$155K	Buy	+1,600	New	+$143K	0.02%	227

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Sargent Bickham Lagudis's EDU Position: Q4 2022 in Review

Sargent Bickham Lagudis held its New Oriental (EDU) position steady in Q4 2022 at 731 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Sargent Bickham Lagudis first reported a position in EDU in Q2 2019 and has held it in 14 quarters since. The position peaked at $194K in Q4 2019. 184 funds tracked by Wall St. Rank hold EDU as of Q4 2022.

Sargent Bickham Lagudis held 731 shares of New Oriental worth $25.5K as of Q4 2022.
Sargent Bickham Lagudis left its New Oriental share count unchanged in Q4 2022.
New Oriental made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #558 holding.
Sargent Bickham Lagudis first reported a position in New Oriental in Q2 2019 and has held it in 14 quarters since.
Sargent Bickham Lagudis's New Oriental position peaked at $194K in Q4 2019.
184 funds tracked by Wall St. Rank held New Oriental as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.