Stephens Inc’s New Oriental EDU Stock Holding History

Stephens Inc’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 Q4	–	Sell	-1,200	Closed	-$25K	–	1363
2021 Q3	$25K	Buy	+1,200	New	+$38.1K	﹤0.01%	1324

Other funds holding EDU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stephens Inc's EDU Position: Q4 2021 in Review

Stephens Inc sold out of New Oriental (EDU) in Q4 2021, closing a stake of 1,200 shares — an estimated $25K sold.

Stephens Inc first reported a position in EDU in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 246 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

Stephens Inc reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
Stephens Inc sold 1,200 New Oriental shares in Q4 2021, an estimated $25K.
Stephens Inc first reported a position in New Oriental in Q3 2021 and held it in 1 quarter.
Stephens Inc's New Oriental position peaked at $25K in Q3 2021.
246 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.