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UG Investment Advisers’s New Oriental EDU Stock Holding History

UG Investment Advisers’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
2023
Q3 		– Sell
-26,787
Closed -$1.06M – 18
2023
Q2 		$1.06M Hold
26,787
– – 0.57% 11
2023
Q1 		$1.03M Hold
26,787
– – 0.75% 13
2022
Q4 		$933K Buy
+26,787
New +$757K 0.56% 19
2021
Q3 		$1.33M Buy
+65,068
New +$2.07M 3.46% 7

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UG Investment Advisers's EDU Position: Q3 2023 in Review

UG Investment Advisers sold out of New Oriental (EDU) in Q3 2023, closing a stake of 26,787 shares — an estimated $1.06M sold.

UG Investment Advisers first reported a position in EDU in Q3 2021 and held it in 4 quarters. The position peaked at $1.33M in Q3 2021. 189 funds tracked by Wall St. Rank hold EDU as of Q3 2023.

  • UG Investment Advisers reported no remaining New Oriental position as of Q3 2023 after selling out during the quarter.
  • UG Investment Advisers sold 26,787 New Oriental shares in Q3 2023, an estimated $1.06M.
  • UG Investment Advisers first reported a position in New Oriental in Q3 2021 and held it in 4 quarters.
  • UG Investment Advisers's New Oriental position peaked at $1.33M in Q3 2021.
  • 189 funds tracked by Wall St. Rank held New Oriental as of Q3 2023.

Based on UG Investment Advisers's 13F filing for Q3 2023, filed 3 Nov 2023.