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Zurich Insurance Group’s New Oriental EDU Stock Holding History

Zurich Insurance Group’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
2021
Q3 		– Sell
-12,153
Closed -$995K – 224
2021
Q2 		$995K Sell
12,153
-12,125
-50% -$1.47M 0.01% 198
2021
Q1 		$3.4M Buy
24,278
+717
+3% +$125K 0.05% 88
2020
Q4 		$4.38M Sell
23,561
-42
-0.2% -$7.07K 0.06% 82
2020
Q3 		$3.53M Buy
23,603
+2,247
+11% +$325K 0.06% 77
2020
Q2 		$2.78M Buy
21,356
+65
+0.3% +$7.92K 0.05% 85
2020
Q1 		$2.31M Buy
+21,291
New +$2.73M 0.05% 93
2018
Q4 		– Sell
-32,445
Closed -$2.4M – 470
2018
Q3 		$2.4M Sell
32,445
-347
-1% -$28.8K 0.05% 289
2018
Q2 		$3.1M Buy
32,792
+5,315
+19% +$509K 0.07% 299
2018
Q1 		$2.41M Buy
27,477
+3,520
+15% +$328K 0.06% 355
2017
Q4 		$2.25M Sell
23,957
-15,074
-39% -$1.34M 0.05% 407
2017
Q3 		$3.44M Buy
39,031
+1,243
+3% +$101K 0.09% 247
2017
Q2 		$2.66M Sell
37,788
-10,055
-21% -$691K 0.08% 314
2017
Q1 		$2.89M Buy
+47,843
New +$2.43M 0.08% 280

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zurich Insurance Group's EDU Position: Q3 2021 in Review

Zurich Insurance Group sold out of New Oriental (EDU) in Q3 2021, closing a stake of 12,153 shares — an estimated $995K sold.

Zurich Insurance Group first reported a position in EDU in Q1 2017 and held it in 13 quarters. The position peaked at $4.38M in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Zurich Insurance Group reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Zurich Insurance Group sold 12,153 New Oriental shares in Q3 2021, an estimated $995K.
  • Zurich Insurance Group first reported a position in New Oriental in Q1 2017 and held it in 13 quarters.
  • Zurich Insurance Group's New Oriental position peaked at $4.38M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Zurich Insurance Group's 13F filing for Q3 2021, filed 15 Nov 2021.