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Sowell Financial Services’s New Oriental EDU Stock Holding History

Sowell Financial 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
Q2 		– Sell
-38
Closed -$4K – 2505
2020
Q1 		$4K Sell
38
-94
-71% -$12.1K ﹤0.01% 1882
2019
Q4 		$16K Buy
+132
New +$15.8K ﹤0.01% 1508

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Vanguard Group
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Fidelity International
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State Street
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GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Sowell Financial Services's EDU Position: Q2 2020 in Review

Sowell Financial Services sold out of New Oriental (EDU) in Q2 2020, closing a stake of 38 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in EDU in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

  • Sowell Financial Services reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 38 New Oriental shares in Q2 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in New Oriental in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's New Oriental position peaked at $16K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.