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WR Wealth Planners’s New Oriental EDU Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-3
Closed -$116 – 917
2023
Q1 		$116 Buy
+3
New +$121 ﹤0.01% 909

Other funds holding EDU

GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

WR Wealth Planners's EDU Position: Q2 2023 in Review

WR Wealth Planners sold out of New Oriental (EDU) in Q2 2023, closing a stake of 3 shares — an estimated $116 sold.

WR Wealth Planners first reported a position in EDU in Q1 2023 and held it in 1 quarter. The position peaked at $116 in Q1 2023. 177 funds tracked by Wall St. Rank hold EDU as of Q2 2023.

  • WR Wealth Planners reported no remaining New Oriental position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 3 New Oriental shares in Q2 2023, an estimated $116.
  • WR Wealth Planners first reported a position in New Oriental in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's New Oriental position peaked at $116 in Q1 2023.
  • 177 funds tracked by Wall St. Rank held New Oriental as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.