Shine Investment Advisory Services’s New Oriental EDU Stock Holding History

Shine Investment Advisory Services’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 Q3	$58K	Hold	391	–	–	0.02%	267
2020 Q2	$51K	Buy	391 +127	+48%	+$15.5K	0.02%	284
2020 Q1	$29K	Hold	264	–	–	0.01%	362
2019 Q4	$32K	Sell	264 -77	-23%	-$9.21K	0.01%	412
2019 Q3	$38K	Sell	341 -66	-16%	-$6.91K	0.02%	360
2019 Q2	$39K	Sell	407 -90	-18%	-$8.06K	0.02%	344
2019 Q1	$45K	Buy	+497	New	+$37.4K	0.02%	323

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Shine Investment Advisory Services's EDU Position: Q3 2020 in Review

Shine Investment Advisory Services held its New Oriental (EDU) position steady in Q3 2020 at 391 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #267.

Shine Investment Advisory Services first reported a position in EDU in Q1 2019 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

Shine Investment Advisory Services held 391 shares of New Oriental worth $58K as of Q3 2020.
Shine Investment Advisory Services left its New Oriental share count unchanged in Q3 2020.
New Oriental made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #267 holding.
Shine Investment Advisory Services first reported a position in New Oriental in Q1 2019 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.