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Sumitomo Life Insurance’s New Oriental EDU Stock Holding History

Sumitomo Life Insurance’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
Q3 		– Sell
-3,720
Closed -$305K – 274
2021
Q2 		$305K Sell
3,720
-1,280
-26% -$155K 0.01% 281
2021
Q1 		$700K Sell
5,000
-2,800
-36% -$489K 0.03% 258
2020
Q4 		$1.45M Buy
7,800
+100
+1% +$16.8K 0.06% 184
2020
Q3 		$1.15M Buy
7,700
+100
+1% +$14.4K 0.05% 193
2020
Q2 		$990K Buy
7,600
+600
+9% +$73.1K 0.05% 208
2020
Q1 		$758K Sell
7,000
-1,800
-20% -$231K 0.05% 215
2019
Q4 		$1.07M Buy
8,800
+2,500
+40% +$299K 0.12% 225
2019
Q3 		$698K Sell
6,300
-3,300
-34% -$345K 0.09% 242
2019
Q2 		$927K Buy
9,600
+2,800
+41% +$251K 0.11% 231
2019
Q1 		$613K Buy
+6,800
New +$512K 0.08% 247
2017
Q1 		– Sell
-5,500
Closed -$232K – 286
2016
Q4 		$232K Sell
5,500
-5,200
-49% -$245K 0.03% 271
2016
Q3 		$496K Buy
+10,700
New +$464K 0.07% 272

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Life Insurance's EDU Position: Q3 2021 in Review

Sumitomo Life Insurance sold out of New Oriental (EDU) in Q3 2021, closing a stake of 3,720 shares — an estimated $305K sold.

Sumitomo Life Insurance first reported a position in EDU in Q3 2016 and held it in 12 quarters. The position peaked at $1.45M in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Sumitomo Life Insurance reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Sumitomo Life Insurance sold 3,720 New Oriental shares in Q3 2021, an estimated $305K.
  • Sumitomo Life Insurance first reported a position in New Oriental in Q3 2016 and held it in 12 quarters.
  • Sumitomo Life Insurance's New Oriental position peaked at $1.45M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Sumitomo Life Insurance's 13F filing for Q3 2021, filed 25 Oct 2021.