Zweig-DiMenna Associates’s New Oriental EDU Stock Holding History

Zweig-DiMenna Associates’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
2020 Q2	–	Sell	-37,337	Closed	-$4.04M	–	110
2020 Q1	$4.04M	Sell	37,337 -12,636	-25%	-$1.62M	0.54%	50
2019 Q4	$6.06M	Buy	+49,973	New	+$5.97M	0.6%	61
2019 Q2	–	Sell	-64,000	Closed	-$5.77M	–	103
2019 Q1	$5.77M	Sell	64,000 -4,000	-6%	-$301K	0.64%	53
2018 Q4	$3.73M	Buy	68,000 +26,000	+62%	+$1.51M	0.37%	82
2018 Q3	$3.11M	Buy	+42,000	New	+$3.48M	0.26%	96
2017 Q3	–	Sell	-67,756	Closed	-$4.78M	–	193
2017 Q2	$4.78M	Buy	+67,756	New	+$4.65M	0.35%	86
2014 Q4	–	Sell	-190,594	Closed	-$4.42M	–	282
2014 Q3	$4.42M	Buy	+190,594	New	+$4.25M	0.19%	115

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Zweig-DiMenna Associates's EDU Position: Q2 2020 in Review

Zweig-DiMenna Associates sold out of New Oriental (EDU) in Q2 2020, closing a stake of 37,337 shares — an estimated $4.04M sold.

Zweig-DiMenna Associates first reported a position in EDU in Q3 2014 and held it in 7 quarters. The position peaked at $6.06M in Q4 2019. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

Zweig-DiMenna Associates reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
Zweig-DiMenna Associates sold 37,337 New Oriental shares in Q2 2020, an estimated $4.04M.
Zweig-DiMenna Associates first reported a position in New Oriental in Q3 2014 and held it in 7 quarters.
Zweig-DiMenna Associates's New Oriental position peaked at $6.06M in Q4 2019.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2020, filed 29 Jul 2020.