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SCGE Management’s New Oriental EDU Stock Holding History

SCGE Management’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
2014
Q3 		– Sell
-375,000
Closed -$9.96M – 27
2014
Q2 		$9.96M Sell
375,000
-150,000
-29% -$3.87M 1.22% 20
2014
Q1 		$15.4M Buy
525,000
+25,000
+5% +$751K 2.09% 19
2013
Q4 		$15.8M Buy
+500,000
New +$13.9M 2.27% 16

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

SCGE Management's EDU Position: Q3 2014 in Review

SCGE Management sold out of New Oriental (EDU) in Q3 2014, closing a stake of 375,000 shares — an estimated $9.96M sold.

SCGE Management first reported a position in EDU in Q4 2013 and held it in 3 quarters. The position peaked at $15.8M in Q4 2013. 128 funds tracked by Wall St. Rank hold EDU as of Q3 2014.

  • SCGE Management reported no remaining New Oriental position as of Q3 2014 after selling out during the quarter.
  • SCGE Management sold 375,000 New Oriental shares in Q3 2014, an estimated $9.96M.
  • SCGE Management first reported a position in New Oriental in Q4 2013 and held it in 3 quarters.
  • SCGE Management's New Oriental position peaked at $15.8M in Q4 2013.
  • 128 funds tracked by Wall St. Rank held New Oriental as of Q3 2014.

Based on SCGE Management's 13F filing for Q3 2014, filed 14 Nov 2014.