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World Asset Management’s New Oriental EDU Stock Holding History

World 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
2019
Q4 		– Sell
-1,905
Closed -$211K – 1113
2019
Q3 		$211K Sell
1,905
-381
-17% -$39.9K 0.01% 1007
2019
Q2 		$221K Sell
2,286
-106
-4% -$9.49K 0.01% 1003
2019
Q1 		$215K Buy
+2,392
New +$180K 0.01% 1010
2018
Q4 		– Sell
-4,024
Closed -$298K – 1127
2018
Q3 		$298K Sell
4,024
-710
-15% -$58.9K 0.01% 942
2018
Q2 		$448K Sell
4,734
-1,548
-25% -$148K 0.02% 757
2018
Q1 		$551K Sell
6,282
-2,625
-29% -$244K 0.03% 719
2017
Q4 		$837K Sell
8,907
-342
-4% -$30.4K 0.03% 668
2017
Q3 		$816K Sell
9,249
-22
-0.2% -$1.79K 0.03% 682
2017
Q2 		$654K Sell
9,271
-544
-6% -$37.4K 0.02% 747
2017
Q1 		$593K Buy
9,815
+111
+1% +$5.63K 0.02% 775
2016
Q4 		$409K Sell
9,704
-835
-8% -$39.3K 0.02% 893
2016
Q3 		$489K Buy
10,539
+779
+8% +$33.8K 0.02% 837
2016
Q2 		$409K Buy
9,760
+735
+8% +$29K 0.02% 826
2016
Q1 		$312K Buy
9,025
+659
+8% +$20.6K 0.01% 900
2015
Q4 		$262K Buy
+8,366
New +$236K 0.01% 949
2014
Q3 		– Sell
-8,561
Closed -$227K – 1501
2014
Q2 		$227K Buy
+8,561
New +$221K 0.01% 1324

Other funds holding EDU

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

World Asset Management's EDU Position: Q4 2019 in Review

World Asset Management sold out of New Oriental (EDU) in Q4 2019, closing a stake of 1,905 shares — an estimated $211K sold.

World Asset Management first reported a position in EDU in Q2 2014 and held it in 16 quarters. The position peaked at $837K in Q4 2017. 419 funds tracked by Wall St. Rank hold EDU as of Q4 2019.

  • World Asset Management reported no remaining New Oriental position as of Q4 2019 after selling out during the quarter.
  • World Asset Management sold 1,905 New Oriental shares in Q4 2019, an estimated $211K.
  • World Asset Management first reported a position in New Oriental in Q2 2014 and held it in 16 quarters.
  • World Asset Management's New Oriental position peaked at $837K in Q4 2017.
  • 419 funds tracked by Wall St. Rank held New Oriental as of Q4 2019.

Based on World Asset Management's 13F filing for Q4 2019, filed 28 Jan 2020.