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Summit Global Investments’s New Oriental EDU Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-16,764
Closed -$3.12M – 553
2020
Q4 		$3.12M Buy
+16,764
New +$2.82M 0.31% 74

Other funds holding EDU

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Summit Global Investments's EDU Position: Q1 2021 in Review

Summit Global Investments sold out of New Oriental (EDU) in Q1 2021, closing a stake of 16,764 shares — an estimated $3.12M sold.

Summit Global Investments first reported a position in EDU in Q4 2020 and held it in 1 quarter. The position peaked at $3.12M in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Summit Global Investments reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Summit Global Investments sold 16,764 New Oriental shares in Q1 2021, an estimated $3.12M.
  • Summit Global Investments first reported a position in New Oriental in Q4 2020 and held it in 1 quarter.
  • Summit Global Investments's New Oriental position peaked at $3.12M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Summit Global Investments's 13F filing for Q1 2021, filed 27 Jan 2022.