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Axiom Investors’s New Oriental EDU Stock Holding History

Axiom Investors’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
-440,768
Closed -$34.3M – 134
2024
Q2 		$34.3M Sell
440,768
-44,292
-9% -$3.61M 0.3% 46
2024
Q1 		$42.1M Buy
485,060
+126,335
+35% +$10.7M 0.37% 45
2023
Q4 		$26.3M Buy
+358,725
New +$24.9M 0.26% 51
2021
Q2 		– Sell
-11,100
Closed -$1.55M – 128
2021
Q1 		$1.55M Hold
11,100
– – 0.03% 124
2020
Q4 		$2.06M Sell
11,100
-3,600
-24% -$606K 0.03% 114
2020
Q3 		$2.2M Hold
14,700
– – 0.04% 91
2020
Q2 		$1.91M Hold
14,700
– – 0.04% 97
2020
Q1 		$1.59M Hold
14,700
– – 0.04% 93
2019
Q4 		$1.78M Buy
14,700
+7,028
+92% +$840K 0.04% 105
2019
Q3 		$850K Hold
7,672
– – 0.02% 114
2019
Q2 		$741K Sell
7,672
-12,783
-62% -$1.14M 0.02% 118
2019
Q1 		$1.84M Buy
20,455
+9,444
+86% +$711K 0.06% 103
2018
Q4 		$604K Hold
11,011
– – 0.02% 124
2018
Q3 		$815K Hold
11,011
– – 0.02% 132
2018
Q2 		$1.04M Hold
11,011
– – 0.03% 139
2018
Q1 		$965K Buy
+11,011
New +$1.02M 0.02% 141
2014
Q3 		– Sell
-647,600
Closed -$17.2M – 159
2014
Q2 		$17.2M Sell
647,600
-1,117,600
-63% -$28.8M 0.41% 75
2014
Q1 		$51.8M Buy
1,765,200
+1,066,200
+153% +$32M 1.24% 30
2013
Q4 		$22M Buy
699,000
+135,600
+24% +$3.77M 0.59% 66
2013
Q3 		$14M Buy
+563,400
New +$12.9M 0.45% 68

Other funds holding EDU

Morgan Stanley
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Axiom Investors's EDU Position: Q3 2024 in Review

Axiom Investors sold out of New Oriental (EDU) in Q3 2024, closing a stake of 440,768 shares — an estimated $34.3M sold.

Axiom Investors first reported a position in EDU in Q3 2013 and held it in 20 quarters. The position peaked at $51.8M in Q1 2014. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

  • Axiom Investors reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
  • Axiom Investors sold 440,768 New Oriental shares in Q3 2024, an estimated $34.3M.
  • Axiom Investors first reported a position in New Oriental in Q3 2013 and held it in 20 quarters.
  • Axiom Investors's New Oriental position peaked at $51.8M in Q1 2014.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Axiom Investors's 13F filing for Q3 2024, filed 12 Nov 2024.