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Sterling Investment Management’s New Oriental EDU Stock Holding History

Sterling Investment Management’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
2015
Q3 		– Sell
-38,560
Closed -$945K – 69
2015
Q2 		$945K Sell
38,560
-565
-1% -$14K 0.71% 41
2015
Q1 		$867K Sell
39,125
-6,595
-14% -$133K 0.61% 45
2014
Q4 		$933K Sell
45,720
-17,315
-27% -$376K 0.64% 42
2014
Q3 		$1.46M Buy
63,035
+35,820
+132% +$798K 1.02% 37
2014
Q2 		$723K Buy
+27,215
New +$702K 0.51% 48

Other funds holding EDU

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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Investment Management's EDU Position: Q3 2015 in Review

Sterling Investment Management sold out of New Oriental (EDU) in Q3 2015, closing a stake of 38,560 shares — an estimated $945K sold.

Sterling Investment Management first reported a position in EDU in Q2 2014 and held it in 5 quarters. The position peaked at $1.46M in Q3 2014. 126 funds tracked by Wall St. Rank hold EDU as of Q3 2015.

  • Sterling Investment Management reported no remaining New Oriental position as of Q3 2015 after selling out during the quarter.
  • Sterling Investment Management sold 38,560 New Oriental shares in Q3 2015, an estimated $945K.
  • Sterling Investment Management first reported a position in New Oriental in Q2 2014 and held it in 5 quarters.
  • Sterling Investment Management's New Oriental position peaked at $1.46M in Q3 2014.
  • 126 funds tracked by Wall St. Rank held New Oriental as of Q3 2015.

Based on Sterling Investment Management's 13F filing for Q3 2015, filed 3 Nov 2015.