Allworth Financial’s New Oriental EDU Stock Holding History

Allworth Financial’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	$2.66K	Hold	47	–	–	﹤0.01%	4252
2025 Q4	$2.59K	Hold	47	–	–	﹤0.01%	4019
2025 Q3	$2.5K	Hold	47	–	–	﹤0.01%	3906
2025 Q2	$2.54K	Hold	47	–	–	﹤0.01%	3598
2025 Q1	$2.17K	Hold	47	–	–	﹤0.01%	3183
2024 Q4	$2.17K	Hold	47	–	–	﹤0.01%	3130
2024 Q3	$3.56K	Hold	47	–	–	﹤0.01%	2715
2024 Q2	$3.48K	Hold	47	–	–	﹤0.01%	2680
2024 Q1	$4.08K	Hold	47	–	–	﹤0.01%	2489
2023 Q4	$3.44K	Hold	47	–	–	﹤0.01%	2437
2023 Q3	$2.75K	Hold	47	–	–	﹤0.01%	2386
2023 Q2	$1.86K	Hold	47	–	–	﹤0.01%	2517
2023 Q1	$1.81K	Hold	47	–	–	﹤0.01%	2444
2022 Q4	$1.64K	Hold	47	–	–	﹤0.01%	2311
2022 Q3	$1K	Buy	47 +18	+62%	+$447	﹤0.01%	2358
2022 Q2	$1K	Buy	+29	New	+$397	﹤0.01%	2133
2021 Q1	–	Sell	-13	Closed	-$2K	–	1518
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	1141
2020 Q3	$2K	Buy	+13	New	+$1.88K	﹤0.01%	979

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