Whittier Trust’s New Oriental EDU Stock Holding History

Whittier Trust’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	-8	Closed	-$1K	–	1528
2021 Q1	$1K	Buy	+8	New	+$1.4K	﹤0.01%	1471

Other funds holding EDU

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Whittier Trust's EDU Position: Q2 2021 in Review

Whittier Trust sold out of New Oriental (EDU) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Whittier Trust first reported a position in EDU in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

Whittier Trust reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
Whittier Trust sold 8 New Oriental shares in Q2 2021, an estimated $1K.
Whittier Trust first reported a position in New Oriental in Q1 2021 and held it in 1 quarter.
Whittier Trust's New Oriental position peaked at $1K in Q1 2021.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Whittier Trust's 13F filing for Q2 2021, filed 29 Jul 2021.