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Woodward Diversified Capital’s New Oriental EDU Stock Holding History

Woodward Diversified Capital’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
2023
Q4 		– Sell
-4,470
Closed -$262K – 160
2023
Q3 		$262K Sell
4,470
-1,030
-19% -$54K 0.19% 121
2023
Q2 		$217K Buy
+5,500
New +$220K 0.16% 128

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Woodward Diversified Capital's EDU Position: Q4 2023 in Review

Woodward Diversified Capital sold out of New Oriental (EDU) in Q4 2023, closing a stake of 4,470 shares — an estimated $262K sold.

Woodward Diversified Capital first reported a position in EDU in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q3 2023. 237 funds tracked by Wall St. Rank hold EDU as of Q4 2023.

  • Woodward Diversified Capital reported no remaining New Oriental position as of Q4 2023 after selling out during the quarter.
  • Woodward Diversified Capital sold 4,470 New Oriental shares in Q4 2023, an estimated $262K.
  • Woodward Diversified Capital first reported a position in New Oriental in Q2 2023 and held it in 2 quarters.
  • Woodward Diversified Capital's New Oriental position peaked at $262K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held New Oriental as of Q4 2023.

Based on Woodward Diversified Capital's 13F filing for Q4 2023, filed 14 Feb 2024.