SW
EDU icon

SVB Wealth’s New Oriental EDU Stock Holding History

SVB Wealth’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
2016
Q1 		– Sell
-18,723
Closed -$587K – 522
2015
Q4 		$587K Sell
18,723
-8,621
-32% -$243K 0.02% 347
2015
Q3 		$553K Buy
27,344
+4,123
+18% +$88.3K 0.02% 394
2015
Q2 		$569K Buy
23,221
+1,007
+5% +$25K 0.02% 418
2015
Q1 		$492K Buy
22,214
+1,127
+5% +$22.7K 0.02% 422
2014
Q4 		$430K Buy
+21,087
New +$458K 0.01% 426

Other funds holding EDU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVB Wealth's EDU Position: Q1 2016 in Review

SVB Wealth sold out of New Oriental (EDU) in Q1 2016, closing a stake of 18,723 shares — an estimated $587K sold.

SVB Wealth first reported a position in EDU in Q4 2014 and held it in 5 quarters. The position peaked at $587K in Q4 2015. 216 funds tracked by Wall St. Rank hold EDU as of Q1 2016.

  • SVB Wealth reported no remaining New Oriental position as of Q1 2016 after selling out during the quarter.
  • SVB Wealth sold 18,723 New Oriental shares in Q1 2016, an estimated $587K.
  • SVB Wealth first reported a position in New Oriental in Q4 2014 and held it in 5 quarters.
  • SVB Wealth's New Oriental position peaked at $587K in Q4 2015.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q1 2016.

Based on SVB Wealth's 13F filing for Q1 2016, filed 13 May 2016.