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 $1.66T AUM 25.57% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return