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Waddell & Reed Financial’s New Oriental EDU Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-175,491
Closed -$32.6M – 484
2020
Q4 		$32.6M Buy
175,491
+115
+0.1% +$19.4K 0.07% 306
2020
Q3 		$26.2M Sell
175,376
-342
-0.2% -$49.4K 0.06% 303
2020
Q2 		$22.9M Sell
175,718
-2,050
-1% -$250K 0.06% 311
2020
Q1 		$19.2M Sell
177,768
-1,850
-1% -$238K 0.06% 290
2019
Q4 		$21.8M Buy
179,618
+5
+0% +$598 0.05% 338
2019
Q3 		$19.9M Buy
+179,613
New +$18.8M 0.05% 341

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Waddell & Reed Financial's EDU Position: Q1 2021 in Review

Waddell & Reed Financial sold out of New Oriental (EDU) in Q1 2021, closing a stake of 175,491 shares — an estimated $32.6M sold.

Waddell & Reed Financial first reported a position in EDU in Q3 2019 and held it in 6 quarters. The position peaked at $32.6M in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

  • Waddell & Reed Financial reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 175,491 New Oriental shares in Q1 2021, an estimated $32.6M.
  • Waddell & Reed Financial first reported a position in New Oriental in Q3 2019 and held it in 6 quarters.
  • Waddell & Reed Financial's New Oriental position peaked at $32.6M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.