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Weld Capital Management’s New Oriental EDU Stock Holding History

Weld Capital Management’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
2019
Q3 		– Sell
-10,143
Closed -$980K – 818
2019
Q2 		$980K Sell
10,143
-2,321
-19% -$208K 0.18% 179
2019
Q1 		$1.12M Sell
12,464
-228
-2% -$17.2K 0.2% 183
2018
Q4 		$696K Buy
+12,692
New +$735K 0.16% 237

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Weld Capital Management's EDU Position: Q3 2019 in Review

Weld Capital Management sold out of New Oriental (EDU) in Q3 2019, closing a stake of 10,143 shares — an estimated $980K sold.

Weld Capital Management first reported a position in EDU in Q4 2018 and held it in 3 quarters. The position peaked at $1.12M in Q1 2019. 357 funds tracked by Wall St. Rank hold EDU as of Q3 2019.

  • Weld Capital Management reported no remaining New Oriental position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 10,143 New Oriental shares in Q3 2019, an estimated $980K.
  • Weld Capital Management first reported a position in New Oriental in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's New Oriental position peaked at $1.12M in Q1 2019.
  • 357 funds tracked by Wall St. Rank held New Oriental as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.