Ownership history in UBS Group AG Β· 33 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in NEW ORIENTAL ED & TECHNOLOGY (EDU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π UBS Group AG outperformed the S&P 500 by +7.8% annually on this EDU position. Timing score: 44% (14/32 decisions correct). Average cost basis: $51.12. Maximum drawdown during holding period: β44.4%.
π₯ Exceptional β beat the S&P 500 by 7.8% per year on this position.
32 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
14 of 32 add/trim decisions correct
Best entry: $20.16 (2022 Q2) Β· Worst: $76.96 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 18 trims. Bought during 2 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size