Sound Income Strategies’s New Oriental EDU Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-4	Closed	–	–	904
2022 Q1	$0	Hold	4	–	–	﹤0.01%	890
2021 Q4	$0	Hold	4	–	–	﹤0.01%	854
2021 Q3	$0	Sell	4 -4	-50%	-$127	﹤0.01%	846
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	780
2021 Q1	$1.12K	Hold	8	–	–	﹤0.01%	824
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	777
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	732
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	694
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	657
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	618
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	586
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	590
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	596
2018 Q4	$0	Hold	8	–	–	﹤0.01%	695
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	605
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	554
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	519
2017 Q4	$1K	Buy	+8	New	+$710	﹤0.01%	447

Other funds holding EDU

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

YCM

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

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

SCM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Sound Income Strategies's EDU Position: Q2 2022 in Review

Sound Income Strategies sold out of New Oriental (EDU) in Q2 2022, closing a stake of 4 shares.

Sound Income Strategies first reported a position in EDU in Q4 2017 and held it in 18 quarters. The position peaked at $1.12K in Q1 2021. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

Sound Income Strategies reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
Sound Income Strategies sold 4 New Oriental shares in Q2 2022.
Sound Income Strategies first reported a position in New Oriental in Q4 2017 and held it in 18 quarters.
Sound Income Strategies's New Oriental position peaked at $1.12K in Q1 2021.
153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Sound Income Strategies's 13F filing for Q2 2022, filed 11 Jul 2022.