Home > Historical Performance > Historical Transaction Report

Transaction Details

Company: New Oriental Education and Technology Group
Ticker:EDU
Yahoo Beta:1.76
Industry:Education and training services

Company Description:  EDU provides private educational services under the New Oriental brand in the People's Republic of China.

Purchase Date:23 Apr 2014 Sale Date:15 Feb 2018
Purchase Price:$26.57 Sale Price:$99.66
  --Split Adjusted:$2.66  --Split Adjusted:$99.66
Shares Purchased:200 Shares Sold:100
  --Split Adjusted:2000  --Split Adjusted:100
Transaction Fee:$9.99 Transaction Fee:$7.18
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$33.68 High$0.00
Date17 Jan 2014 Date01 Jan 1996
Low$25.42 Low$0.00
Date15 Apr 2014 Date01 Jan 1996
S&P (Purchase Date):$1,875.31 S&P (Sale Date):$2,731.20

Purchase
Timing:  We bought near the six month low.
Reason:  There is strong demand for education services in China, especially in the English language courses that EDU specializes in.

Sale
Timing:  0
Reason:  Demand for extra-curricular exam preparation remains a strong industry in China. However, there have been some new entrants have entered the market potentially reducing EDU's future profitability.

S&P Gain: 45.64 % Annualized Gain: 10.6%
Stock Gain: 3646.72 % Annualized Gain: 164.07%

Dividends:$81.00
Net Holding Return ($): $9,764.11
Net Holding Return (%): 3537.85 %