Bank of Montreal
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Bank of Montreal’s New Oriental EDU Stock Holding History

Bank of Montreal’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
2019
Q3 		– Sell
-8,500
Closed -$821K – 4781
2019
Q2 		$821K Hold
8,500
– – ﹤0.01% 2172
2019
Q1 		$766K Buy
+8,500
New +$640K ﹤0.01% 2119

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMH
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
FCM
Farallon Capital Management San Francisco, California $17.5B 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
Goldman Sachs New York $871B 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 $62.2B AUM 31.35% 1-Year Est. Return

Bank of Montreal's EDU Position: Q3 2024 in Review

Bank of Montreal sold out of New Oriental (EDU) in Q3 2024, closing a stake of 12,905 shares — an estimated $1.01M sold.

Bank of Montreal first reported a position in EDU in Q2 2013 and held it in 41 quarters. The position peaked at $67.1M in Q2 2019. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

  • Bank of Montreal reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 12,905 New Oriental shares in Q3 2024, an estimated $1.01M.
  • Bank of Montreal first reported a position in New Oriental in Q2 2013 and held it in 41 quarters.
  • Bank of Montreal's New Oriental position peaked at $67.1M in Q2 2019.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.