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
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Fidelity International
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return