State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s New Oriental EDU Stock Holding History

State of Wisconsin Investment Board’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
2021
Q2 		– Sell
-54,700
Closed -$7.66M – 2091
2021
Q1 		$7.66M Hold
54,700
– – 0.02% 870
2020
Q4 		$10.2M Buy
54,700
+26,400
+93% +$4.44M 0.02% 680
2020
Q3 		$4.23M Hold
28,300
– – 0.01% 986
2020
Q2 		$3.69M Hold
28,300
– – 0.01% 973
2020
Q1 		$3.06M Buy
28,300
+21,273
+303% +$2.73M 0.01% 953
2019
Q4 		$852K Buy
+7,027
New +$840K ﹤0.01% 1282
2019
Q3 		– Sell
-44,579
Closed -$4.3M – 1552
2019
Q2 		$4.3M Buy
+44,579
New +$3.99M 0.01% 855
2017
Q3 		– Sell
-4,362
Closed -$307K – 1459
2017
Q2 		$307K Sell
4,362
-4,786
-52% -$329K ﹤0.01% 1365
2017
Q1 		$552K Sell
9,148
-156,939
-94% -$7.96M ﹤0.01% 1168
2016
Q4 		$6.99M Sell
166,087
-64,023
-28% -$3.02M 0.03% 614
2016
Q3 		$10.7M Sell
230,110
-3,112
-1% -$135K 0.04% 493
2016
Q2 		$9.77M Hold
233,222
– – 0.04% 509
2016
Q1 		$8.07M Buy
233,222
+17,617
+8% +$550K 0.03% 594
2015
Q4 		$6.76M Buy
+215,605
New +$6.07M 0.03% 654
2014
Q4 		– Sell
-250,975
Closed -$5.82M – 1328
2014
Q3 		$5.82M Sell
250,975
-131,860
-34% -$2.94M 0.02% 749
2014
Q2 		$10.2M Sell
382,835
-18,406
-5% -$475K 0.04% 552
2014
Q1 		$11.8M Buy
401,241
+353,103
+734% +$10.6M 0.04% 483
2013
Q4 		$1.52M Buy
48,138
+26,249
+120% +$730K 0.01% 1190
2013
Q3 		$545K Buy
+21,889
New +$500K ﹤0.01% 1269

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State of Wisconsin Investment Board's EDU Position: Q2 2021 in Review

State of Wisconsin Investment Board sold out of New Oriental (EDU) in Q2 2021, closing a stake of 54,700 shares — an estimated $7.66M sold.

State of Wisconsin Investment Board first reported a position in EDU in Q3 2013 and held it in 19 quarters. The position peaked at $11.8M in Q1 2014. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • State of Wisconsin Investment Board reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 54,700 New Oriental shares in Q2 2021, an estimated $7.66M.
  • State of Wisconsin Investment Board first reported a position in New Oriental in Q3 2013 and held it in 19 quarters.
  • State of Wisconsin Investment Board's New Oriental position peaked at $11.8M in Q1 2014.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2021, filed 12 Aug 2021.