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AI-Squared Management’s New Oriental EDU Stock Holding History

AI-Squared 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
2024
Q4 		– Sell
-93,264
Closed -$7.07M – 26
2024
Q3 		$7.07M Buy
93,264
+37,464
+67% +$2.57M 3.58% 5
2024
Q2 		$4.34M Buy
+55,800
New +$4.55M 2.44% 9

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AI-Squared Management's EDU Position: Q4 2024 in Review

AI-Squared Management sold out of New Oriental (EDU) in Q4 2024, closing a stake of 93,264 shares — an estimated $7.07M sold.

AI-Squared Management first reported a position in EDU in Q2 2024 and held it in 2 quarters. The position peaked at $7.07M in Q3 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

  • AI-Squared Management reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
  • AI-Squared Management sold 93,264 New Oriental shares in Q4 2024, an estimated $7.07M.
  • AI-Squared Management first reported a position in New Oriental in Q2 2024 and held it in 2 quarters.
  • AI-Squared Management's New Oriental position peaked at $7.07M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on AI-Squared Management's 13F filing for Q4 2024, filed 12 Feb 2025.