Abound Wealth Management’s New Oriental EDU Stock Holding History

Abound Wealth Management’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
2026 Q1	–	Sell	-3	Closed	-$166	–	1524
2025 Q4	$166	Hold	3	–	–	﹤0.01%	1253
2025 Q3	$160	Hold	3	–	–	﹤0.01%	1200
2025 Q2	$162	Hold	3	–	–	﹤0.01%	1117
2025 Q1	$144	Hold	3	–	–	﹤0.01%	1108
2024 Q4	$193	Hold	3	–	–	﹤0.01%	1086
2024 Q3	$228	Hold	3	–	–	﹤0.01%	1086
2024 Q2	$234	Hold	3	–	–	﹤0.01%	1065
2024 Q1	$261	Hold	3	–	–	﹤0.01%	1190
2023 Q4	$220	Sell	3 -3	-50%	-$208	﹤0.01%	1262
2023 Q3	$352	Hold	6	–	–	﹤0.01%	944
2023 Q2	$237	Buy	+6	New	+$240	﹤0.01%	1122

Other funds holding EDU

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return