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Van Berkom & Associates’s New Oriental EDU Stock Holding History

Van Berkom & Associates’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
Q4 		– Sell
-26,900
Closed -$551K – 61
2021
Q3 		$551K Sell
26,900
-11,641
-30% -$370K 0.02% 61
2021
Q2 		$3.16M Buy
38,541
+13,214
+52% +$1.6M 0.09% 54
2021
Q1 		$3.55M Hold
25,327
– – 0.08% 53
2020
Q4 		$4.71M Sell
25,327
-3,700
-13% -$623K 0.11% 52
2020
Q3 		$4.34M Hold
29,027
– – 0.13% 53
2020
Q2 		$3.78M Hold
29,027
– – 0.11% 51
2020
Q1 		$3.14M Hold
29,027
– – 0.11% 51
2019
Q4 		$3.52M Hold
29,027
– – 0.1% 52
2019
Q3 		$3.21K Buy
29,027
+2,800
+11% +$293K 0.08% 50
2019
Q2 		$2.53M Buy
26,227
+850
+3% +$76.1K 0.07% 52
2019
Q1 		$2.29M Buy
25,377
+16,078
+173% +$1.21M 0.07% 52
2018
Q4 		$510K Buy
+9,299
New +$538K 0.02% 58

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return