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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 		$1.78M Buy
20,200
+18,400
+1,022% +$1.5M 0.03% 795
2017
Q2 		$127K Buy
+1,800
New +$124K ﹤0.01% 2474
2016
Q4 		– Sell
-5,100
Closed -$236K – 2855
2016
Q3 		$236K Sell
5,100
-4,700
-48% -$204K ﹤0.01% 1976
2016
Q2 		$410K Sell
9,800
-23,600
-71% -$932K 0.01% 1751
2016
Q1 		$1.16M Sell
33,400
-166,600
-83% -$5.2M 0.02% 1026
2015
Q4 		$6.27M Hold
200,000
– – 0.07% 397
2015
Q3 		$4.04M Sell
200,000
-11,000
-5% -$236K 0.04% 630
2015
Q2 		$5.17M Buy
211,000
+11,000
+6% +$273K 0.05% 545
2015
Q1 		$4.43M Buy
200,000
+184,800
+1,216% +$3.72M 0.04% 628
2014
Q4 		$310K Buy
15,200
+5,200
+52% +$113K ﹤0.01% 2658
2014
Q3 		$232K Sell
10,000
-800
-7% -$17.8K ﹤0.01% 3096
2014
Q2 		$287K Buy
10,800
+10,700
+10,700% +$276K ﹤0.01% 3096
2014
Q1 		$3K Sell
100
-220,100
-100% -$6.62M ﹤0.01% 4050
2013
Q4 		$6.94M Buy
220,200
+200
+0.1% +$5.56K 0.04% 646
2013
Q3 		$5.48M Sell
220,000
-154,000
-41% -$3.52M 0.03% 670
2013
Q2 		$8.28M Buy
+374,000
New +$7.36M 0.05% 452

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.