ZF
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Zhang Financial’s New Oriental EDU Stock Holding History

Zhang Financial’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
2022
Q2 		– Sell
-1,000
Closed -$12K – 221
2022
Q1 		$12K Sell
1,000
-1,000
-50% -$14.6K ﹤0.01% 218
2021
Q4 		$42K Hold
2,000
– – 0.01% 204
2021
Q3 		$42K Buy
+2,000
New +$63.5K 0.01% 163

Other funds holding EDU

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Zhang Financial's EDU Position: Q2 2022 in Review

Zhang Financial sold out of New Oriental (EDU) in Q2 2022, closing a stake of 1,000 shares — an estimated $12K sold.

Zhang Financial first reported a position in EDU in Q3 2021 and held it in 3 quarters. The position peaked at $42K in Q4 2021. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

  • Zhang Financial reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
  • Zhang Financial sold 1,000 New Oriental shares in Q2 2022, an estimated $12K.
  • Zhang Financial first reported a position in New Oriental in Q3 2021 and held it in 3 quarters.
  • Zhang Financial's New Oriental position peaked at $42K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Zhang Financial's 13F filing for Q2 2022, filed 14 Jul 2022.