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Christopher Davis

Clipper Fund

Christopher Davis New Oriental Education & Technology stake

total: 58

Clipper Fund EDU trades

Total transactions:
8
New positions:
1
Sold out:
1
Added:
2
Reduced:
4
Held since:
2019 Q3
Held for:
8 quarters
Latest activity:
2021 Q3
According to 2026 Q1 report, Christopher Davis doesn't hold any New Oriental Education & Technology (EDU) shares. To date, the estimated cost basis is nearly $105.01 for "buy" trades and estimated average "sell" price is $87.73. Clipper Fund first purchased EDU in 2019 Q3, initially acquiring 487,000 shares. Since the initial investment in New Oriental Education & Technology (EDU), Clipper Fund has made 7 more transactions.

When did Christopher Davis sell New Oriental Education & Technology (EDU)?

Christopher Davis sold off the entire New Oriental Education & Technology (EDU) position in 2021 Q3.

When did Christopher Davis buy New Oriental Education & Technology (EDU)?

Christopher Davis first invested in New Oriental Education & Technology (EDU) in 2019 Q3 at the reported quarter-end price of $110.76 per share.

What's the cost basis of Clipper Fund's EDU stake?

The estimated cost basis for New Oriental Education & Technology (EDU) stake is around $105.01 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$105.01
Weighted AVG sell price:
$87.73

Christopher Davis's historical trades in New Oriental Education & Technology

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q3
0.00%
0
$81.90
-100% (-516,022)
-3.35%
2021 Q2
3.35%
516,022
$81.90
$42,262,202
+34.80% (+133,222)
+0.86%
2021 Q1
4.49%
382,800
$140.00
$53,592,000
+2.14% (+8,020)
+0.09%
2020 Q4
6.36%
$185.81
-1.10% (-4,160)
2020 Q3
5.87%
$149.50
-2.01% (-7,780)
2020 Q2
5.43%
$130.23
-0.72% (-2,810)
2020 Q1
5.27%
$108.24
-20.01% (-97,470)
2019 Q3
5.08%
$110.76
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.