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Wealth Quarterback’s New Oriental EDU Stock Holding History

Wealth Quarterback’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
Q3 		$3K Hold
120
– – ﹤0.01% 654
2021
Q2 		$10K Buy
+120
New +$14.6K 0.01% 475
2020
Q2 		– Sell
-120
Closed -$13K – 287
2020
Q1 		$13K Hold
120
– – 0.01% 421
2019
Q4 		$14.6K Buy
+120
New +$14.3K 0.01% 432

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Quarterback's EDU Position: Q3 2021 in Review

Wealth Quarterback held its New Oriental (EDU) position steady in Q3 2021 at 120 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Wealth Quarterback first reported a position in EDU in Q4 2019 and has held it in 4 quarters since. The position peaked at $14.6K in Q4 2019. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Wealth Quarterback held 120 shares of New Oriental worth $3K as of Q3 2021.
  • Wealth Quarterback left its New Oriental share count unchanged in Q3 2021.
  • New Oriental made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #654 holding.
  • Wealth Quarterback first reported a position in New Oriental in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's New Oriental position peaked at $14.6K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.