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Sycomore Asset Management’s New Oriental EDU Stock Holding History

Sycomore Asset Management’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
-26,711
Closed -$2.17M – 108
2021
Q2 		$2.17M Buy
26,711
+25,971
+3,510% +$3.15M 0.3% 83
2021
Q1 		$102K Buy
+740
New +$129K 0.02% 83
2019
Q4 		– Sell
-3,817
Closed -$430K – 36
2019
Q3 		$430K Sell
3,817
-4,700
-55% -$492K 0.23% 30
2019
Q2 		$837K Sell
8,517
-1,650
-16% -$148K 0.49% 24
2019
Q1 		$916K Sell
10,167
-4,210
-29% -$317K 0.45% 21
2018
Q4 		$1.13M Buy
+14,377
New +$833K 0.53% 22

Other funds holding EDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sycomore Asset Management's EDU Position: Q3 2021 in Review

Sycomore Asset Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 26,711 shares — an estimated $2.17M sold.

Sycomore Asset Management first reported a position in EDU in Q4 2018 and held it in 6 quarters. The position peaked at $2.17M in Q2 2021. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Sycomore Asset Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Sycomore Asset Management sold 26,711 New Oriental shares in Q3 2021, an estimated $2.17M.
  • Sycomore Asset Management first reported a position in New Oriental in Q4 2018 and held it in 6 quarters.
  • Sycomore Asset Management's New Oriental position peaked at $2.17M in Q2 2021.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Sycomore Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.