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UBS’s New Oriental EDU Stock Holding History

UBS’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
2014
Q3 		$464K Buy
+20,000
New +$446K ﹤0.01% 4353
2014
Q2 		– Sell
-400
Closed -$12K – 10502
2014
Q1 		$12K Buy
400
+200
+100% +$6.01K ﹤0.01% 8682
2013
Q4 		$6K Hold
200
– – ﹤0.01% 9423
2013
Q3 		$5K Sell
200
-64,800
-100% -$1.48M ﹤0.01% 9397
2013
Q2 		$1.44M Buy
+65,000
New +$1.28M ﹤0.01% 2908

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

UBS's EDU Position: Q3 2014 in Review

UBS increased its New Oriental (EDU) stake by 6.9% in Q3 2014, buying an estimated $107K and bringing the position to 74,952 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

UBS first reported a position in EDU in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.52M in Q2 2013. 128 funds tracked by Wall St. Rank hold EDU as of Q3 2014.

  • UBS held 74,952 shares of New Oriental worth $1.74M as of Q3 2014.
  • UBS bought 4,814 New Oriental shares in Q3 2014, an estimated $107K.
  • New Oriental made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3026 holding.
  • UBS first reported a position in New Oriental in Q2 2013 and has held it in 6 quarters since.
  • UBS's New Oriental position peaked at $3.52M in Q2 2013.
  • 128 funds tracked by Wall St. Rank held New Oriental as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.