Wealth Alliance’s New Oriental EDU Stock Holding History

Wealth Alliance’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	-1,220	Closed	-$227K	–	392
2020 Q4	$227K	Buy	+1,220	New	+$205K	0.07%	342

Other funds holding EDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Wealth Alliance's EDU Position: Q1 2021 in Review

Wealth Alliance sold out of New Oriental (EDU) in Q1 2021, closing a stake of 1,220 shares — an estimated $227K sold.

Wealth Alliance first reported a position in EDU in Q4 2020 and held it in 1 quarter. The position peaked at $227K in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

Wealth Alliance reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
Wealth Alliance sold 1,220 New Oriental shares in Q1 2021, an estimated $227K.
Wealth Alliance first reported a position in New Oriental in Q4 2020 and held it in 1 quarter.
Wealth Alliance's New Oriental position peaked at $227K in Q4 2020.
438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Wealth Alliance's 13F filing for Q1 2021, filed 18 May 2021.