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Valeo Financial Advisors’s New Oriental EDU Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-4
Closed -$1K – 869
2021
Q1 		$1K Hold
4
– – ﹤0.01% 1882
2020
Q4 		$1K Hold
4
– – ﹤0.01% 1579
2020
Q3 		$1K Buy
+4
New +$578 ﹤0.01% 1477
2018
Q4 		– Sell
-47
Closed -$3K – 1552
2018
Q3 		$3K Hold
47
– – ﹤0.01% 1340
2018
Q2 		$4K Buy
+47
New +$4.5K ﹤0.01% 1187

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Valeo Financial Advisors's EDU Position: Q2 2021 in Review

Valeo Financial Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in EDU in Q2 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2018. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Valeo Financial Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 New Oriental shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in New Oriental in Q2 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's New Oriental position peaked at $4K in Q2 2018.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.