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United Services Automobile Association’s New Oriental EDU Stock Holding History

United Services Automobile Association’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
2018
Q1 		– Sell
-189,406
Closed -$17.8M – 2283
2017
Q4 		$17.8M Buy
189,406
+35,348
+23% +$3.14M 0.05% 379
2017
Q3 		$13.6M Sell
154,058
-66,200
-30% -$5.39M 0.04% 437
2017
Q2 		$15.5M Sell
220,258
-6,600
-3% -$453K 0.05% 393
2017
Q1 		$13.7M Buy
226,858
+42,965
+23% +$2.18M 0.04% 418
2016
Q4 		$7.74M Sell
183,893
-37,426
-17% -$1.76M 0.03% 599
2016
Q3 		$10.3M Buy
221,319
+709
+0.3% +$30.8K 0.03% 493
2016
Q2 		$9.24M Buy
220,610
+18,700
+9% +$738K 0.03% 514
2016
Q1 		$6.98M Sell
201,910
-70,500
-26% -$2.2M 0.03% 600
2015
Q4 		$8.55M Buy
272,410
+5,410
+2% +$152K 0.03% 522
2015
Q3 		$5.4M Buy
267,000
+7,300
+3% +$156K 0.02% 665
2015
Q2 		$6.37M Buy
+259,700
New +$6.44M 0.02% 654
2014
Q4 		– Sell
-219,500
Closed -$5.09M – 1249
2014
Q3 		$5.09M Buy
+219,500
New +$4.89M 0.02% 679

Other funds holding EDU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

United Services Automobile Association's EDU Position: Q1 2018 in Review

United Services Automobile Association sold out of New Oriental (EDU) in Q1 2018, closing a stake of 189,406 shares — an estimated $17.8M sold.

United Services Automobile Association first reported a position in EDU in Q3 2014 and held it in 12 quarters. The position peaked at $17.8M in Q4 2017. 303 funds tracked by Wall St. Rank hold EDU as of Q1 2018.

  • United Services Automobile Association reported no remaining New Oriental position as of Q1 2018 after selling out during the quarter.
  • United Services Automobile Association sold 189,406 New Oriental shares in Q1 2018, an estimated $17.8M.
  • United Services Automobile Association first reported a position in New Oriental in Q3 2014 and held it in 12 quarters.
  • United Services Automobile Association's New Oriental position peaked at $17.8M in Q4 2017.
  • 303 funds tracked by Wall St. Rank held New Oriental as of Q1 2018.

Based on United Services Automobile Association's 13F filing for Q1 2018, filed 14 May 2018.