YMRC
EDU icon

Yorktown Management & Research Company’s New Oriental EDU Stock Holding History

Yorktown Management & Research Company’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
2014
Q3 		– Sell
-9,500
Closed -$252K – 467
2014
Q2 		$252K Buy
+9,500
New +$245K 0.05% 315

Other funds holding EDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return

Yorktown Management & Research Company's EDU Position: Q3 2014 in Review

Yorktown Management & Research Company sold out of New Oriental (EDU) in Q3 2014, closing a stake of 9,500 shares — an estimated $252K sold.

Yorktown Management & Research Company first reported a position in EDU in Q2 2014 and held it in 1 quarter. The position peaked at $252K in Q2 2014. 128 funds tracked by Wall St. Rank hold EDU as of Q3 2014.

  • Yorktown Management & Research Company reported no remaining New Oriental position as of Q3 2014 after selling out during the quarter.
  • Yorktown Management & Research Company sold 9,500 New Oriental shares in Q3 2014, an estimated $252K.
  • Yorktown Management & Research Company first reported a position in New Oriental in Q2 2014 and held it in 1 quarter.
  • Yorktown Management & Research Company's New Oriental position peaked at $252K in Q2 2014.
  • 128 funds tracked by Wall St. Rank held New Oriental as of Q3 2014.

Based on Yorktown Management & Research Company's 13F filing for Q3 2014, filed 31 Oct 2014.