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Westwood Holdings Group’s New Oriental EDU Stock Holding History

Westwood Holdings Group’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
2020
Q1 		– Sell
-904
Closed -$110K – 436
2019
Q4 		$110K Hold
904
– – ﹤0.01% 479
2019
Q3 		$100K Sell
904
-568
-39% -$59.5K ﹤0.01% 439
2019
Q2 		$142K Buy
+1,472
New +$132K ﹤0.01% 454

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Westwood Holdings Group's EDU Position: Q1 2020 in Review

Westwood Holdings Group sold out of New Oriental (EDU) in Q1 2020, closing a stake of 904 shares — an estimated $110K sold.

Westwood Holdings Group first reported a position in EDU in Q2 2019 and held it in 3 quarters. The position peaked at $142K in Q2 2019. 427 funds tracked by Wall St. Rank hold EDU as of Q1 2020.

  • Westwood Holdings Group reported no remaining New Oriental position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 904 New Oriental shares in Q1 2020, an estimated $110K.
  • Westwood Holdings Group first reported a position in New Oriental in Q2 2019 and held it in 3 quarters.
  • Westwood Holdings Group's New Oriental position peaked at $142K in Q2 2019.
  • 427 funds tracked by Wall St. Rank held New Oriental as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.