Atria Investments’s New Oriental EDU Stock Holding History

Atria Investments’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 Q3	–	Sell	-11,203	Closed	-$871K	–	1935
2024 Q2	$871K	Sell	11,203 -383	-3%	-$31.2K	0.01%	1010
2024 Q1	$1.01M	Buy	+11,586	New	+$984K	0.01%	958
2021 Q1	–	Sell	-5,613	Closed	-$1.04M	–	715
2020 Q4	$1.04M	Buy	+5,613	New	+$945K	0.03%	657
2020 Q1	–	Sell	-4,676	Closed	-$567K	–	708
2019 Q4	$567K	Buy	+4,676	New	+$559K	0.02%	734
2019 Q3	–	Sell	-2,862	Closed	-$296K	–	895
2019 Q2	$296K	Buy	+2,862	New	+$256K	0.01%	741
2018 Q3	–	Sell	-5,799	Closed	-$549K	–	988
2018 Q2	$549K	Buy	5,799 +1,008	+21%	+$96.5K	0.02%	538
2018 Q1	$420K	Buy	4,791 +623	+15%	+$58K	0.02%	565
2017 Q4	$392K	Buy	4,168 +254	+6%	+$22.5K	0.02%	558
2017 Q3	$345K	Buy	3,914 +509	+15%	+$41.5K	0.02%	566
2017 Q2	$240K	Buy	+3,405	New	+$234K	0.01%	639

Other funds holding EDU

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

AMH

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

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

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

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

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

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

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

Atria Investments's EDU Position: Q3 2024 in Review

Atria Investments sold out of New Oriental (EDU) in Q3 2024, closing a stake of 11,203 shares — an estimated $871K sold.

Atria Investments first reported a position in EDU in Q2 2017 and held it in 10 quarters. The position peaked at $1.04M in Q4 2020. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

Atria Investments reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 11,203 New Oriental shares in Q3 2024, an estimated $871K.
Atria Investments first reported a position in New Oriental in Q2 2017 and held it in 10 quarters.
Atria Investments's New Oriental position peaked at $1.04M in Q4 2020.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.