Baupost Group’s New Oriental EDU Stock Holding History

Baupost Group’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
2023 Q4	–	Sell	-1,023,272	Closed	-$59.9M	–	27
2023 Q3	$59.9M	Sell	1,023,272 -3,095,512	-75%	-$162M	1.15%	23
2023 Q2	$163M	Sell	4,118,784 -1,300,000	-24%	-$52M	2.9%	13
2023 Q1	$209M	Sell	5,418,784 -375,144	-6%	-$15.2M	3.58%	11
2022 Q4	$202M	Sell	5,793,928 -1,891,778	-25%	-$53.4M	3.29%	13
2022 Q3	$184M	Sell	7,685,706 -314,294	-4%	-$7.81M	3.18%	10
2022 Q2	$163M	Buy	+8,000,000	New	+$110M	2.41%	16

Other funds holding EDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Baupost Group's EDU Position: Q4 2023 in Review

Baupost Group sold out of New Oriental (EDU) in Q4 2023, closing a stake of 1,023,272 shares — an estimated $59.9M sold.

Baupost Group first reported a position in EDU in Q2 2022 and held it in 6 quarters. The position peaked at $209M in Q1 2023. 236 funds tracked by Wall St. Rank hold EDU as of Q4 2023.

Baupost Group reported no remaining New Oriental position as of Q4 2023 after selling out during the quarter.
Baupost Group sold 1,023,272 New Oriental shares in Q4 2023, an estimated $59.9M.
Baupost Group first reported a position in New Oriental in Q2 2022 and held it in 6 quarters.
Baupost Group's New Oriental position peaked at $209M in Q1 2023.
236 funds tracked by Wall St. Rank held New Oriental as of Q4 2023.

Based on Baupost Group's 13F filing for Q4 2023, filed 13 Feb 2024.