WAM
EDU icon

Wolverine Asset Management’s New Oriental EDU Stock Holding History

Wolverine 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
2015
Q4 		– Sell
-196
Closed -$9K – 1744
2015
Q3 		$9K Hold
196
– – ﹤0.01% 1570
2015
Q2 		$45K Sell
196
-378
-66% -$9.37K ﹤0.01% 1327
2015
Q1 		$57K Buy
574
+566
+7,075% +$11.4K ﹤0.01% 1227
2014
Q4 		$3K Hold
8
– – ﹤0.01% 1918
2014
Q3 		$5K Sell
8
-7
-47% -$156 ﹤0.01% 2131
2014
Q2 		$2K Buy
+15
New +$387 ﹤0.01% 2163
2014
Q1 		– Sell
-50
Closed -$34K – 2524
2013
Q4 		$34K Sell
50
-109
-69% -$3.03K ﹤0.01% 1902
2013
Q3 		$27K Sell
159
-292
-65% -$6.67K ﹤0.01% 1929
2013
Q2 		$107K Buy
+451
New +$8.88K ﹤0.01% 1392

Other funds holding EDU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wolverine Asset Management's EDU Position: Q1 2018 in Review

Wolverine Asset Management sold out of New Oriental (EDU) in Q1 2018, closing a stake of 332 shares — an estimated $31K sold.

Wolverine Asset Management first reported a position in EDU in Q3 2013 and held it in 7 quarters. The position peaked at $661K in Q4 2013. 303 funds tracked by Wall St. Rank hold EDU as of Q1 2018.

  • Wolverine Asset Management reported no remaining New Oriental position as of Q1 2018 after selling out during the quarter.
  • Wolverine Asset Management sold 332 New Oriental shares in Q1 2018, an estimated $31K.
  • Wolverine Asset Management first reported a position in New Oriental in Q3 2013 and held it in 7 quarters.
  • Wolverine Asset Management's New Oriental position peaked at $661K in Q4 2013.
  • 303 funds tracked by Wall St. Rank held New Oriental as of Q1 2018.

Based on Wolverine Asset Management's 13F filing for Q1 2018, filed 15 May 2018.