Aigen Investment Management’s New Oriental EDU Stock Holding History

Aigen Investment 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	-13,715	Closed	-$1.04M	–	798
2024 Q3	$1.04M	Sell	13,715 -14,763	-52%	-$1.01M	0.2%	142
2024 Q2	$2.21M	Buy	28,478 +24,305	+582%	+$1.98M	0.43%	44
2024 Q1	$362K	Buy	+4,173	New	+$354K	0.08%	371
2023 Q2	–	Sell	-9,444	Closed	-$365K	–	802
2023 Q1	$365K	Buy	+9,444	New	+$382K	0.05%	380
2022 Q1	–	Sell	-1,222	Closed	-$27K	–	692
2021 Q4	$27K	Buy	+1,222	New	+$26.4K	﹤0.01%	1019
2020 Q3	–	Sell	-9,847	Closed	-$1.28M	–	916
2020 Q2	$1.28M	Buy	9,847 +1,413	+17%	+$172K	0.16%	186
2020 Q1	$913K	Buy	+8,434	New	+$1.08M	0.12%	243

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aigen Investment Management's EDU Position: Q4 2024 in Review

Aigen Investment Management sold out of New Oriental (EDU) in Q4 2024, closing a stake of 13,715 shares — an estimated $1.04M sold.

Aigen Investment Management first reported a position in EDU in Q1 2020 and held it in 7 quarters. The position peaked at $2.21M in Q2 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Aigen Investment Management reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Aigen Investment Management sold 13,715 New Oriental shares in Q4 2024, an estimated $1.04M.
Aigen Investment Management first reported a position in New Oriental in Q1 2020 and held it in 7 quarters.
Aigen Investment Management's New Oriental position peaked at $2.21M in Q2 2024.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Aigen Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.