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Sit Investment Associates’s New Oriental EDU Stock Holding History

Sit Investment Associates’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
2015
Q1 		– Sell
-11,300
Closed -$231K – 435
2014
Q4 		$231K Sell
11,300
-43,200
-79% -$938K ﹤0.01% 388
2014
Q3 		$1.26M Sell
54,500
-12,900
-19% -$288K 0.02% 315
2014
Q2 		$1.79M Sell
67,400
-2,600
-4% -$67.1K 0.03% 298
2014
Q1 		$2.05M Buy
70,000
+2,700
+4% +$81.2K 0.04% 289
2013
Q4 		$2.12M Buy
67,300
+2,400
+4% +$66.8K 0.04% 281
2013
Q3 		$1.62M Sell
64,900
-4,200
-6% -$95.9K 0.03% 296
2013
Q2 		$1.53M Buy
+69,100
New +$1.36M 0.03% 297

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Sit Investment Associates's EDU Position: Q1 2015 in Review

Sit Investment Associates sold out of New Oriental (EDU) in Q1 2015, closing a stake of 11,300 shares — an estimated $231K sold.

Sit Investment Associates first reported a position in EDU in Q2 2013 and held it in 7 quarters. The position peaked at $2.12M in Q4 2013. 111 funds tracked by Wall St. Rank hold EDU as of Q1 2015.

  • Sit Investment Associates reported no remaining New Oriental position as of Q1 2015 after selling out during the quarter.
  • Sit Investment Associates sold 11,300 New Oriental shares in Q1 2015, an estimated $231K.
  • Sit Investment Associates first reported a position in New Oriental in Q2 2013 and held it in 7 quarters.
  • Sit Investment Associates's New Oriental position peaked at $2.12M in Q4 2013.
  • 111 funds tracked by Wall St. Rank held New Oriental as of Q1 2015.

Based on Sit Investment Associates's 13F filing for Q1 2015, filed 30 Apr 2015.