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Wealth Management Associates’s New Oriental EDU Stock Holding History

Wealth Management 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
Q2 		– Sell
-1,528
Closed -$214K – 200
2021
Q1 		$214K Sell
1,528
-1,216
-44% -$212K 0.14% 172
2020
Q4 		$510K Buy
2,744
+331
+14% +$55.7K 0.33% 73
2020
Q3 		$361K Hold
2,413
– – 0.28% 90
2020
Q2 		$314K Sell
2,413
-100
-4% -$12.2K 0.26% 90
2020
Q1 		$272K Hold
2,513
– – 0.27% 86
2019
Q4 		$305K Sell
2,513
-171
-6% -$20.4K 0.22% 105
2019
Q3 		$297K Buy
+2,684
New +$281K 0.24% 102

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

Wealth Management Associates's EDU Position: Q2 2021 in Review

Wealth Management Associates sold out of New Oriental (EDU) in Q2 2021, closing a stake of 1,528 shares — an estimated $214K sold.

Wealth Management Associates first reported a position in EDU in Q3 2019 and held it in 7 quarters. The position peaked at $510K in Q4 2020. 396 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Wealth Management Associates reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Wealth Management Associates sold 1,528 New Oriental shares in Q2 2021, an estimated $214K.
  • Wealth Management Associates first reported a position in New Oriental in Q3 2019 and held it in 7 quarters.
  • Wealth Management Associates's New Oriental position peaked at $510K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Wealth Management Associates's 13F filing for Q2 2021, filed 28 May 2025.