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Spot Trading’s New Oriental EDU Stock Holding History

Spot Trading’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
2017
Q3 		$1.02M Buy
11,600
+5,000
+76% +$407K 0.02% 1144
2017
Q2 		$465K Buy
+6,600
New +$453K 0.01% 1648
2016
Q4 		– Sell
-40,500
Closed -$1.88M – 2854
2016
Q3 		$1.88M Sell
40,500
-25,900
-39% -$1.12M 0.04% 696
2016
Q2 		$2.78M Buy
66,400
+52,500
+378% +$2.07M 0.05% 529
2016
Q1 		$481K Sell
13,900
-73,400
-84% -$2.29M 0.01% 1597
2015
Q4 		$2.74M Sell
87,300
-148,400
-63% -$4.18M 0.03% 803
2015
Q3 		$4.76M Sell
235,700
-129,200
-35% -$2.77M 0.05% 540
2015
Q2 		$8.95M Buy
364,900
+93,200
+34% +$2.31M 0.08% 306
2015
Q1 		$6.02M Buy
+271,700
New +$5.46M 0.06% 462
2014
Q4 		– Sell
-53,300
Closed -$1.24M – 4103
2014
Q3 		$1.24M Buy
53,300
+35,100
+193% +$782K 0.01% 1930
2014
Q2 		$484K Buy
18,200
+18,000
+9,000% +$464K ﹤0.01% 2719
2014
Q1 		$6K Sell
200
-13,400
-99% -$403K ﹤0.01% 3992
2013
Q4 		$428K Hold
13,600
– – ﹤0.01% 2589
2013
Q3 		$339K Hold
13,600
– – ﹤0.01% 2678
2013
Q2 		$301K Buy
+13,600
New +$268K ﹤0.01% 2775

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Spot Trading's EDU Position: Q3 2017 in Review

Spot Trading opened a new position in New Oriental (EDU) in Q3 2017: 1,860 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #2351 among its holdings. This is a return to the name: Spot Trading previously reported a position in EDU as recently as Q1 2016.

Spot Trading first reported a position in EDU in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.4M in Q2 2013. 293 funds tracked by Wall St. Rank hold EDU as of Q3 2017.

  • Spot Trading held 1,860 shares of New Oriental worth $164K as of Q3 2017.
  • New Oriental was a new Spot Trading position in Q3 2017.
  • New Oriental made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2351 holding.
  • Spot Trading first reported a position in New Oriental in Q2 2013 and has held it in 10 quarters since.
  • Spot Trading's New Oriental position peaked at $3.4M in Q2 2013.
  • 293 funds tracked by Wall St. Rank held New Oriental as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.