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%	855
2021 Q3	$0	Sell	4 -4	-50%	-$127	﹤0.01%	848
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 $5.12B AUM 15.99% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return