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Tradewinds Capital Management’s New Oriental EDU Stock Holding History

Tradewinds Capital 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
-15
Closed -$1K – 762
2021
Q2 		$1K Hold
15
– – ﹤0.01% 712
2021
Q1 		$2K Hold
15
– – ﹤0.01% 631
2020
Q4 		$3K Hold
15
– – ﹤0.01% 556
2020
Q3 		$2K Hold
15
– – ﹤0.01% 573
2020
Q2 		$2K Hold
15
– – ﹤0.01% 557
2020
Q1 		$2K Hold
15
– – ﹤0.01% 538
2019
Q4 		$2K Buy
+15
New +$1.79K ﹤0.01% 595

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

Tradewinds Capital Management's EDU Position: Q3 2021 in Review

Tradewinds Capital Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 15 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in EDU in Q4 2019 and held it in 7 quarters. The position peaked at $3K in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Tradewinds Capital Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Tradewinds Capital Management sold 15 New Oriental shares in Q3 2021, an estimated $1K.
  • Tradewinds Capital Management first reported a position in New Oriental in Q4 2019 and held it in 7 quarters.
  • Tradewinds Capital Management's New Oriental position peaked at $3K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

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