USS Investment Management’s New Oriental EDU Stock Holding History

USS Investment 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	-327,900	Closed	-$26.9M	–	708
2021 Q2	$26.9M	Sell	327,900 -25,000	-7%	-$3.03M	0.21%	99
2021 Q1	$49.4M	Sell	352,900 -127,000	-26%	-$22.2M	0.43%	62
2020 Q4	$89.2M	Hold	479,900	–	–	0.81%	33
2020 Q3	$71.7M	Sell	479,900 -38,000	-7%	-$5.49M	0.69%	37
2020 Q2	$67.4M	Sell	517,900 -110,000	-18%	-$13.4M	0.7%	36
2020 Q1	$68M	Buy	627,900 +20,400	+3%	+$2.62M	0.92%	36
2019 Q4	$73.7M	Buy	607,500 +136,500	+29%	+$16.3M	0.72%	47
2019 Q3	$52.1M	Buy	+471,000	New	+$49.3M	0.54%	46
2018 Q4	–	Sell	-249,460	Closed	-$18.5M	–	114
2018 Q3	$18.5M	Sell	249,460 -540	-0.2%	-$44.8K	0.19%	72
2018 Q2	$23.7M	Buy	+250,000	New	+$23.9M	0.26%	65

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USS Investment Management's EDU Position: Q3 2021 in Review

USS Investment Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 327,900 shares — an estimated $26.9M sold.

USS Investment Management first reported a position in EDU in Q2 2018 and held it in 10 quarters. The position peaked at $89.2M in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

USS Investment Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
USS Investment Management sold 327,900 New Oriental shares in Q3 2021, an estimated $26.9M.
USS Investment Management first reported a position in New Oriental in Q2 2018 and held it in 10 quarters.
USS Investment Management's New Oriental position peaked at $89.2M in Q4 2020.
271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on USS Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.