WAM
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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 $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 26.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return