Ameriprise’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $673K | Buy |
11,887
+177
| +2% | +$10.1K | ﹤0.01% | 3464 |
|
|
2025
Q4 | $644K | Buy |
11,710
+246
| +2% | +$13.5K | ﹤0.01% | 3529 |
|
|
2025
Q3 | $608K | Buy |
11,464
+50
| +0.4% | +$2.47K | ﹤0.01% | 3558 |
|
|
2025
Q2 | $616K | Sell |
11,414
-61
| -0.5% | -$2.9K | ﹤0.01% | 3454 |
|
|
2025
Q1 | $549K | Sell |
11,475
-5,561
| -33% | -$286K | ﹤0.01% | 3447 |
|
|
2024
Q4 | $1.09M | Sell |
17,036
-4,703
| -22% | -$301K | ﹤0.01% | 3205 |
|
|
2024
Q3 | $1.63M | Buy |
21,739
+4,974
| +30% | +$341K | ﹤0.01% | 3013 |
|
|
2024
Q2 | $1.3M | Sell |
16,765
-8,965
| -35% | -$730K | ﹤0.01% | 3051 |
|
|
2024
Q1 | $2.23M | Buy |
25,730
+12,352
| +92% | +$1.05M | ﹤0.01% | 2812 |
|
|
2023
Q4 | $980K | Sell |
13,378
-391
| -3% | -$27.1K | ﹤0.01% | 3195 |
|
|
2023
Q3 | $806K | Sell |
13,769
-31,165
| -69% | -$1.63M | ﹤0.01% | 3234 |
|
|
2023
Q2 | $1.77M | Buy |
44,934
+29,910
| +199% | +$1.2M | ﹤0.01% | 2932 |
|
|
2023
Q1 | $580K | Sell |
15,024
-2,054
| -12% | -$83K | ﹤0.01% | 3368 |
|
|
2022
Q4 | $595K | Buy |
17,078
+1,260
| +8% | +$35.6K | ﹤0.01% | 3337 |
|
|
2022
Q3 | $379K | Sell |
15,818
-3,717
| -19% | -$92.3K | ﹤0.01% | 3492 |
|
|
2022
Q2 | $398K | Buy |
19,535
+11,621
| +147% | +$159K | ﹤0.01% | 3470 |
|
|
2022
Q1 | $91K | Sell |
7,914
-3,275
| -29% | -$47.7K | ﹤0.01% | 3852 |
|
|
2021
Q4 | $234K | Sell |
11,189
-1,125
| -9% | -$24.3K | ﹤0.01% | 3749 |
|
|
2021
Q3 | $252K | Sell |
12,314
-882,600
| -99% | -$28M | ﹤0.01% | 3642 |
|
|
2021
Q2 | $73.3M | Sell |
894,914
-728,889
| -45% | -$88.5M | 0.02% | 637 |
|
|
2021
Q1 | $227M | Sell |
1,623,803
-579,157
| -26% | -$101M | 0.08% | 266 |
|
|
2020
Q4 | $409M | Buy |
2,202,960
+237,966
| +12% | +$40M | 0.15% | 149 |
|
|
2020
Q3 | $294M | Sell |
1,964,994
-162,763
| -8% | -$23.5M | 0.12% | 188 |
|
|
2020
Q2 | $277M | Sell |
2,127,757
-226,997
| -10% | -$27.7M | 0.12% | 187 |
|
|
2020
Q1 | $255M | Sell |
2,354,754
-116,427
| -5% | -$14.9M | 0.13% | 165 |
|
|
2019
Q4 | $300M | Sell |
2,471,181
-560,673
| -18% | -$67M | 0.12% | 173 |
|
|
2019
Q3 | $335M | Sell |
3,031,854
-553,862
| -15% | -$58M | 0.15% | 139 |
|
|
2019
Q2 | $346M | Sell |
3,585,716
-742,361
| -17% | -$66.5M | 0.16% | 135 |
|
|
2019
Q1 | $390M | Sell |
4,328,077
-1,184,847
| -21% | -$89.2M | 0.18% | 114 |
|
|
2018
Q4 | $302M | Buy |
5,512,924
+367,590
| +7% | +$21.3M | 0.15% | 146 |
|
|
2018
Q3 | $380M | Buy |
5,145,334
+850,668
| +20% | +$70.5M | 0.13% | 177 |
|
|
2018
Q2 | $406M | Sell |
4,294,666
-369,491
| -8% | -$35.4M | 0.18% | 117 |
|
|
2018
Q1 | $409M | Buy |
4,664,157
+895,975
| +24% | +$83.4M | 0.19% | 119 |
|
|
2017
Q4 | $353M | Buy |
3,768,182
+371,392
| +11% | +$33M | 0.16% | 138 |
|
|
2017
Q3 | $300M | Buy |
3,396,790
+19,301
| +0.6% | +$1.57M | 0.14% | 161 |
|
|
2017
Q2 | $238M | Buy |
3,377,489
+2,917,183
| +634% | +$200M | 0.12% | 183 |
|
|
2017
Q1 | $27.8M | Sell |
460,306
-26,921
| -6% | -$1.37M | 0.01% | 811 |
|
|
2016
Q4 | $20.5M | Buy |
487,227
+316,007
| +185% | +$14.9M | 0.01% | 983 |
|
|
2016
Q3 | $7.94M | Buy |
171,220
+54,538
| +47% | +$2.37M | ﹤0.01% | 1639 |
|
|
2016
Q2 | $4.89M | Buy |
116,682
+31,830
| +38% | +$1.26M | ﹤0.01% | 1967 |
|
|
2016
Q1 | $2.94M | Buy |
+84,852
| New | +$2.65M | ﹤0.01% | 2298 |
|
|
2015
Q1 | – | Sell |
-58,235
| Closed | -$1.19M | – | 3907 |
|
|
2014
Q4 | $1.19M | Sell |
58,235
-1,632
| -3% | -$35.4K | ﹤0.01% | 2798 |
|
|
2014
Q3 | $1.39M | Sell |
59,867
-6,907
| -10% | -$154K | ﹤0.01% | 2652 |
|
|
2014
Q2 | $1.77M | Sell |
66,774
-6,728
| -9% | -$174K | ﹤0.01% | 2572 |
|
|
2014
Q1 | $2.16M | Sell |
73,502
-176,856
| -71% | -$5.32M | ﹤0.01% | 2459 |
|
|
2013
Q4 | $7.89M | Sell |
250,358
-67,308
| -21% | -$1.87M | ﹤0.01% | 1673 |
|
|
2013
Q3 | $7.91M | Sell |
317,666
-8,899
| -3% | -$203K | 0.01% | 1623 |
|
|
2013
Q2 | $7.23M | Buy |
+326,565
| New | +$6.43M | 0.01% | 1645 |
|
Other funds holding EDU
FBIL
AMH
DG
Ameriprise's EDU Position: Q1 2026 in Review
Ameriprise increased its New Oriental (EDU) stake by 1.5% in Q1 2026, buying an estimated $10.1K and bringing the position to 11,887 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #3464.
Ameriprise first reported a position in EDU in Q2 2013 and has held it in 48 quarters since. The position peaked at $409M in Q1 2018. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.
- Ameriprise held 11,887 shares of New Oriental worth $673K as of Q1 2026.
- Ameriprise bought 177 New Oriental shares in Q1 2026, an estimated $10.1K.
- New Oriental made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3464 holding.
- Ameriprise first reported a position in New Oriental in Q2 2013 and has held it in 48 quarters since.
- Ameriprise's New Oriental position peaked at $409M in Q1 2018.
- 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.