Stone Ridge Asset Management’s New Oriental EDU Stock Holding History

Stone Ridge Asset 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
2020 Q3	–	Sell	-5,798	Closed	-$755K	–	136
2020 Q2	$755K	Hold	5,798	–	–	0.12%	169
2020 Q1	$628K	Sell	5,798 -1,000	-15%	-$128K	0.07%	328
2019 Q4	$824K	Hold	6,798	–	–	0.05%	457
2019 Q3	$753K	Hold	6,798	–	–	0.05%	514
2019 Q2	$657K	Hold	6,798	–	–	0.04%	593
2019 Q1	$612K	Hold	6,798	–	–	0.04%	628
2018 Q4	$373K	Buy	+6,798	New	+$394K	0.02%	895

Other funds holding EDU

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Stone Ridge Asset Management's EDU Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of New Oriental (EDU) in Q3 2020, closing a stake of 5,798 shares — an estimated $755K sold.

Stone Ridge Asset Management first reported a position in EDU in Q4 2018 and held it in 7 quarters. The position peaked at $824K in Q4 2019. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

Stone Ridge Asset Management reported no remaining New Oriental position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 5,798 New Oriental shares in Q3 2020, an estimated $755K.
Stone Ridge Asset Management first reported a position in New Oriental in Q4 2018 and held it in 7 quarters.
Stone Ridge Asset Management's New Oriental position peaked at $824K in Q4 2019.
409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.