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WIM Asset Management’s New Oriental EDU Stock Holding History

WIM Asset 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
Q3 		– Sell
-70,000
Closed -$6.63M – 13
2018
Q2 		$6.63M Buy
70,000
+5,000
+8% +$478K 3.08% 9
2018
Q1 		$5.7M Hold
65,000
– – 2.97% 9
2017
Q4 		$6.11M Buy
+65,000
New +$5.77M 2.61% 11

Other funds holding EDU

Schroder Investment Management Group
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WIM Asset Management's EDU Position: Q3 2018 in Review

WIM Asset Management sold out of New Oriental (EDU) in Q3 2018, closing a stake of 70,000 shares — an estimated $6.63M sold.

WIM Asset Management first reported a position in EDU in Q4 2017 and held it in 3 quarters. The position peaked at $6.63M in Q2 2018. 290 funds tracked by Wall St. Rank hold EDU as of Q3 2018.

  • WIM Asset Management reported no remaining New Oriental position as of Q3 2018 after selling out during the quarter.
  • WIM Asset Management sold 70,000 New Oriental shares in Q3 2018, an estimated $6.63M.
  • WIM Asset Management first reported a position in New Oriental in Q4 2017 and held it in 3 quarters.
  • WIM Asset Management's New Oriental position peaked at $6.63M in Q2 2018.
  • 290 funds tracked by Wall St. Rank held New Oriental as of Q3 2018.

Based on WIM Asset Management's 13F filing for Q3 2018, filed 16 Oct 2018.