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Xponance’s New Oriental EDU Stock Holding History

Xponance’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
2017
Q1 		– Sell
-1,798
Closed -$60K – 79
2016
Q4 		$60K Sell
1,798
-31,463
-95% -$1.48M 0.02% 77
2016
Q3 		$1.54M Buy
33,261
+181
+0.5% +$7.85K 0.55% 39
2016
Q2 		$1.38M Buy
33,080
+18,367
+125% +$725K 0.51% 34
2016
Q1 		$507K Buy
+14,713
New +$460K 0.19% 41

Other funds holding EDU

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Xponance's EDU Position: Q1 2017 in Review

Xponance sold out of New Oriental (EDU) in Q1 2017, closing a stake of 1,798 shares — an estimated $60K sold.

Xponance first reported a position in EDU in Q1 2016 and held it in 4 quarters. The position peaked at $1.54M in Q3 2016. 251 funds tracked by Wall St. Rank hold EDU as of Q1 2017.

  • Xponance reported no remaining New Oriental position as of Q1 2017 after selling out during the quarter.
  • Xponance sold 1,798 New Oriental shares in Q1 2017, an estimated $60K.
  • Xponance first reported a position in New Oriental in Q1 2016 and held it in 4 quarters.
  • Xponance's New Oriental position peaked at $1.54M in Q3 2016.
  • 251 funds tracked by Wall St. Rank held New Oriental as of Q1 2017.

Based on Xponance's 13F filing for Q1 2017, filed 12 May 2017.