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Voya Financial Advisors’s New Oriental EDU Stock Holding History

Voya 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
-3,106
Closed -$440K – 346
2021
Q1 		$440K Buy
3,106
+513
+20% +$89.6K 0.02% 456
2020
Q4 		$470K Buy
2,593
+410
+19% +$69K 0.02% 414
2020
Q3 		$321K Sell
2,183
-21
-1% -$3.03K 0.02% 446
2020
Q2 		$289K Buy
2,204
+74
+3% +$9.02K 0.02% 473
2020
Q1 		$232K Buy
2,130
+303
+17% +$38.9K 0.01% 502
2019
Q4 		$225K Buy
+1,827
New +$218K 0.01% 578

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

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

Voya Financial Advisors sold out of New Oriental (EDU) in Q2 2021, closing a stake of 3,106 shares — an estimated $440K sold.

Voya Financial Advisors first reported a position in EDU in Q4 2019 and held it in 6 quarters. The position peaked at $470K in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Voya Financial Advisors reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 3,106 New Oriental shares in Q2 2021, an estimated $440K.
  • Voya Financial Advisors first reported a position in New Oriental in Q4 2019 and held it in 6 quarters.
  • Voya Financial Advisors's New Oriental position peaked at $470K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.