Ariose Capital Management’s New Oriental EDU Stock Holding History

Ariose Capital 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	-92,785	Closed	-$5.95M	–	14
2024 Q4	$5.95M	Buy	+92,785	New	+$5.95M	4.93%	5
2024 Q3	–	Sell	-193,572	Closed	-$15M	–	10
2024 Q2	$15M	Buy	+193,572	New	+$15.8M	11.49%	5
2024 Q1	–	Sell	-418,000	Closed	-$30.6M	–	19
2023 Q4	$30.6M	Buy	+418,000	New	+$29M	11.94%	3
2023 Q2	–	Sell	-629,055	Closed	-$24.3M	–	16
2023 Q1	$24.3M	Sell	629,055 -138,812	-18%	-$5.61M	9.23%	4
2022 Q4	$26.7M	Buy	767,867 +453,763	+144%	+$12.8M	11.6%	3
2022 Q3	$7.53M	Hold	314,104	–	–	7.52%	3
2022 Q2	$6.39M	Buy	+314,104	New	+$4.3M	6.84%	4
2022 Q1	–	Sell	-136,020	Closed	-$2.86M	–	8
2021 Q4	$2.86M	Buy	+136,020	New	+$2.93M	6.75%	9
2020 Q4	–	Sell	-63,200	Closed	-$9.45M	–	13
2020 Q3	$9.45M	Buy	63,200 +31,900	+102%	+$4.61M	7.8%	4
2020 Q2	$4.08M	Buy	+31,300	New	+$3.81M	2.9%	17
2018 Q1	–	Sell	-177,400	Closed	-$16.7M	–	10
2017 Q4	$16.7M	Sell	177,400 -344,900	-66%	-$30.6M	6.66%	4
2017 Q3	$46.1M	Buy	+522,300	New	+$42.6M	12.37%	4

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

Ariose Capital Management's EDU Position: Q1 2025 in Review

Ariose Capital Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 92,785 shares — an estimated $5.95M sold.

Ariose Capital Management first reported a position in EDU in Q3 2017 and held it in 12 quarters. The position peaked at $46.1M in Q3 2017. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Ariose Capital Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Ariose Capital Management sold 92,785 New Oriental shares in Q1 2025, an estimated $5.95M.
Ariose Capital Management first reported a position in New Oriental in Q3 2017 and held it in 12 quarters.
Ariose Capital Management's New Oriental position peaked at $46.1M in Q3 2017.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Ariose Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.