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Sheets Smith Wealth Management’s New Oriental EDU Stock Holding History

Sheets Smith Wealth 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
2020
Q2 		– Sell
-3,059
Closed -$331K – 269
2020
Q1 		$331K Buy
+3,059
New +$393K 0.07% 193

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Sheets Smith Wealth Management's EDU Position: Q2 2020 in Review

Sheets Smith Wealth Management sold out of New Oriental (EDU) in Q2 2020, closing a stake of 3,059 shares — an estimated $331K sold.

Sheets Smith Wealth Management first reported a position in EDU in Q1 2020 and held it in 1 quarter. The position peaked at $331K in Q1 2020. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

  • Sheets Smith Wealth Management reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,059 New Oriental shares in Q2 2020, an estimated $331K.
  • Sheets Smith Wealth Management first reported a position in New Oriental in Q1 2020 and held it in 1 quarter.
  • Sheets Smith Wealth Management's New Oriental position peaked at $331K in Q1 2020.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2020, filed 17 Jul 2020.