Alpine Investment Management’s New Oriental EDU Stock Holding History

Alpine 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
2025 Q1	–	Sell	-10,000	Closed	-$642K	–	15
2024 Q4	$642K	Buy	+10,000	New	+$641K	0.18%	14
2024 Q3	–	Sell	-580,278	Closed	-$45.1M	–	13
2024 Q2	$45.1M	Buy	+580,278	New	+$47.3M	6.02%	5
2023 Q3	–	Sell	-452,766	Closed	-$17.9M	–	12
2023 Q2	$17.9M	Buy	+452,766	New	+$18.1M	4.19%	7

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

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Alpine Investment Management's EDU Position: Q1 2025 in Review

Alpine Investment Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 10,000 shares — an estimated $642K sold.

Alpine Investment Management first reported a position in EDU in Q2 2023 and held it in 3 quarters. The position peaked at $45.1M in Q2 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Alpine Investment Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Alpine Investment Management sold 10,000 New Oriental shares in Q1 2025, an estimated $642K.
Alpine Investment Management first reported a position in New Oriental in Q2 2023 and held it in 3 quarters.
Alpine Investment Management's New Oriental position peaked at $45.1M in Q2 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Alpine Investment Management's 13F filing for Q1 2025, filed 14 May 2025.