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Avior Wealth Management’s New Oriental EDU Stock Holding History

Avior Wealth 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
-1,207
Closed -$77.5K – 1188
2024
Q4 		$77.5K Hold
1,207
– – ﹤0.01% 975
2024
Q3 		$91.5K Hold
1,207
– – ﹤0.01% 910
2024
Q2 		$93.8K Sell
1,207
-330
-21% -$26.9K ﹤0.01% 883
2024
Q1 		$133K Buy
+1,537
New +$130K 0.01% 844

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Avior Wealth Management's EDU Position: Q1 2025 in Review

Avior Wealth Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 1,207 shares — an estimated $77.5K sold.

Avior Wealth Management first reported a position in EDU in Q1 2024 and held it in 4 quarters. The position peaked at $133K in Q1 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

  • Avior Wealth Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,207 New Oriental shares in Q1 2025, an estimated $77.5K.
  • Avior Wealth Management first reported a position in New Oriental in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's New Oriental position peaked at $133K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.