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Sustainable Growth Advisers’s New Oriental EDU Stock Holding History

Sustainable Growth Advisers’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
-3,554,080
Closed -$291M – 63
2021
Q2 		$291M Buy
3,554,080
+1,772,711
+100% +$215M 1.53% 31
2021
Q1 		$249M Buy
1,781,369
+951,111
+115% +$166M 1.43% 31
2020
Q4 		$154M Sell
830,258
-10,156
-1% -$1.71M 1% 33
2020
Q3 		$126M Sell
840,414
-65,497
-7% -$9.46M 0.87% 35
2020
Q2 		$118M Buy
905,911
+234,842
+35% +$28.6M 0.86% 34
2020
Q1 		$72.6M Sell
671,069
-700,245
-51% -$89.9M 0.78% 36
2019
Q4 		$166M Sell
1,371,314
-194,959
-12% -$23.3M 1.56% 30
2019
Q3 		$173M Sell
1,566,273
-375,050
-19% -$39.3M 1.74% 30
2019
Q2 		$187M Buy
1,941,323
+41,367
+2% +$3.7M 1.93% 28
2019
Q1 		$171M Sell
1,899,956
-573,417
-23% -$43.2M 1.89% 27
2018
Q4 		$136M Buy
2,473,373
+1,293,208
+110% +$74.9M 1.75% 29
2018
Q3 		$87.3M Buy
1,180,165
+275,035
+30% +$22.8M 0.97% 34
2018
Q2 		$85.7M Sell
905,130
-113,609
-11% -$10.9M 1.02% 34
2018
Q1 		$89.3M Buy
1,018,739
+435,153
+75% +$40.5M 1.06% 34
2017
Q4 		$54.9M Buy
+583,586
New +$51.8M 0.64% 38

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

Sustainable Growth Advisers's EDU Position: Q3 2021 in Review

Sustainable Growth Advisers sold out of New Oriental (EDU) in Q3 2021, closing a stake of 3,554,080 shares — an estimated $291M sold.

Sustainable Growth Advisers first reported a position in EDU in Q4 2017 and held it in 15 quarters. The position peaked at $291M in Q2 2021. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Sustainable Growth Advisers reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Sustainable Growth Advisers sold 3,554,080 New Oriental shares in Q3 2021, an estimated $291M.
  • Sustainable Growth Advisers first reported a position in New Oriental in Q4 2017 and held it in 15 quarters.
  • Sustainable Growth Advisers's New Oriental position peaked at $291M in Q2 2021.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Sustainable Growth Advisers's 13F filing for Q3 2021, filed 10 Nov 2021.