Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s New Oriental EDU Stock Holding History

Sumitomo Mitsui Trust Group’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
2022
Q2 		– Sell
-288,007
Closed -$3.31M – 1230
2022
Q1 		$3.31M Sell
288,007
-30,594
-10% -$445K ﹤0.01% 894
2021
Q4 		$6.69M Sell
318,601
-16,818
-5% -$363K ﹤0.01% 809
2021
Q3 		$6.88M Sell
335,419
-21,871
-6% -$694K ﹤0.01% 811
2021
Q2 		$29.3M Sell
357,290
-25,422
-7% -$3.09M 0.02% 676
2021
Q1 		$53.6M Sell
382,712
-8,158
-2% -$1.43M 0.03% 521
2020
Q4 		$72.6M Sell
390,870
-54,215
-12% -$9.12M 0.05% 413
2020
Q3 		$66.5M Sell
445,085
-57,776
-11% -$8.35M 0.04% 415
2020
Q2 		$65.5M Sell
502,861
-1,956
-0.4% -$238K 0.05% 416
2020
Q1 		$54.6M Buy
504,817
+5,573
+1% +$715K 0.05% 417
2019
Q4 		$60.5M Buy
499,244
+19,556
+4% +$2.34M 0.05% 408
2019
Q3 		$53.1M Buy
479,688
+9,437
+2% +$988K 0.05% 427
2019
Q2 		$45.4M Sell
470,251
-10,875
-2% -$974K 0.04% 466
2019
Q1 		$43.3M Buy
481,126
+3,145
+0.7% +$237K 0.04% 472
2018
Q4 		$26.2M Sell
477,981
-89,390
-16% -$5.18M 0.03% 553
2018
Q3 		$42M Buy
567,371
+6,579
+1% +$546K 0.05% 440
2018
Q2 		$53.1M Buy
560,792
+71,326
+15% +$6.83M 0.06% 342
2018
Q1 		$42.9M Buy
489,466
+63,199
+15% +$5.88M 0.06% 381
2017
Q4 		$40.1M Buy
426,267
+21,648
+5% +$1.92M 0.05% 397
2017
Q3 		$35.7M Sell
404,619
-9,889
-2% -$806K 0.05% 406
2017
Q2 		$29.2M Sell
414,508
-3,417
-0.8% -$235K 0.04% 462
2017
Q1 		$25.2M Buy
417,925
+10,124
+2% +$514K 0.04% 501
2016
Q4 		$17.2M Buy
407,801
+20,422
+5% +$962K 0.03% 582
2016
Q3 		$18M Buy
387,379
+18,828
+5% +$817K 0.03% 568
2016
Q2 		$15.4M Buy
368,551
+152,900
+71% +$6.04M 0.03% 580
2016
Q1 		$7.46M Buy
215,651
+45,216
+27% +$1.41M 0.01% 646
2015
Q4 		$5.39M Buy
+170,435
New +$4.8M 0.01% 664

Other funds holding EDU

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EDU Position: Q2 2022 in Review

Sumitomo Mitsui Trust Group sold out of New Oriental (EDU) in Q2 2022, closing a stake of 288,007 shares — an estimated $3.31M sold.

Sumitomo Mitsui Trust Group first reported a position in EDU in Q4 2015 and held it in 26 quarters. The position peaked at $72.6M in Q4 2020. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

  • Sumitomo Mitsui Trust Group reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 288,007 New Oriental shares in Q2 2022, an estimated $3.31M.
  • Sumitomo Mitsui Trust Group first reported a position in New Oriental in Q4 2015 and held it in 26 quarters.
  • Sumitomo Mitsui Trust Group's New Oriental position peaked at $72.6M in Q4 2020.
  • 153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2022, filed 26 Jul 2022.