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Westside Investment Management’s New Oriental EDU Stock Holding History

Westside Investment 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
2018
Q4 		– Sell
-255
Closed -$18.1K – 729
2018
Q3 		$18.1K Buy
255
+96
+60% +$7.96K 0.01% 378
2018
Q2 		$15K Hold
159
– – 0.01% 466
2018
Q1 		$13.7K Buy
+159
New +$14.8K 0.01% 467

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GAM
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CFM
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Westside Investment Management's EDU Position: Q4 2018 in Review

Westside Investment Management sold out of New Oriental (EDU) in Q4 2018, closing a stake of 255 shares — an estimated $18.1K sold.

Westside Investment Management first reported a position in EDU in Q1 2018 and held it in 3 quarters. The position peaked at $18.1K in Q3 2018. 274 funds tracked by Wall St. Rank hold EDU as of Q4 2018.

  • Westside Investment Management reported no remaining New Oriental position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 255 New Oriental shares in Q4 2018, an estimated $18.1K.
  • Westside Investment Management first reported a position in New Oriental in Q1 2018 and held it in 3 quarters.
  • Westside Investment Management's New Oriental position peaked at $18.1K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held New Oriental as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.