William Blair Investment Management
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William Blair Investment Management’s New Oriental EDU Stock Holding History

William Blair 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
2020
Q3 		– Sell
-40,838
Closed -$5.32M – 352
2020
Q2 		$5.32M Sell
40,838
-296,359
-88% -$36.1M 0.02% 306
2020
Q1 		$36.5M Buy
337,197
+6,048
+2% +$776K 0.18% 129
2019
Q4 		$40.2M Sell
331,149
-85,362
-20% -$10.2M 0.16% 134
2019
Q3 		$46.1M Buy
416,511
+25,994
+7% +$2.72M 0.2% 123
2019
Q2 		$37.7M Sell
390,517
-165,763
-30% -$14.8M 0.16% 137
2019
Q1 		$50.1M Buy
+556,280
New +$41.9M 0.21% 119
2018
Q3 		– Sell
-336,756
Closed -$31.9M – 447
2018
Q2 		$31.9M Buy
336,756
+51,128
+18% +$4.89M 0.12% 181
2018
Q1 		$25M Sell
285,628
-507,886
-64% -$47.3M 0.1% 203
2017
Q4 		$74.6M Sell
793,514
-72,256
-8% -$6.41M 0.29% 110
2017
Q3 		$76.4M Buy
865,770
+307,156
+55% +$25M 0.27% 116
2017
Q2 		$39.4M Sell
558,614
-47,499
-8% -$3.26M 0.14% 165
2017
Q1 		$36.6M Sell
606,113
-362,232
-37% -$18.4M 0.14% 163
2016
Q4 		$40.8M Buy
968,345
+120,734
+14% +$5.69M 0.16% 161
2016
Q3 		$39.3M Buy
847,611
+174,770
+26% +$7.58M 0.15% 166
2016
Q2 		$28.2M Buy
+672,841
New +$26.6M 0.11% 177

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

William Blair Investment Management's EDU Position: Q3 2020 in Review

William Blair Investment Management sold out of New Oriental (EDU) in Q3 2020, closing a stake of 40,838 shares — an estimated $5.32M sold.

William Blair Investment Management first reported a position in EDU in Q2 2016 and held it in 15 quarters. The position peaked at $76.4M in Q3 2017. 409 funds tracked by Wall St. Rank hold EDU as of Q3 2020.

  • William Blair Investment Management reported no remaining New Oriental position as of Q3 2020 after selling out during the quarter.
  • William Blair Investment Management sold 40,838 New Oriental shares in Q3 2020, an estimated $5.32M.
  • William Blair Investment Management first reported a position in New Oriental in Q2 2016 and held it in 15 quarters.
  • William Blair Investment Management's New Oriental position peaked at $76.4M in Q3 2017.
  • 409 funds tracked by Wall St. Rank held New Oriental as of Q3 2020.

Based on William Blair Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.