Beverly Hills Private Wealth’s New Oriental EDU Stock Holding History

Beverly Hills Private Wealth’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	-4,192	Closed	-$326K	–	348
2024 Q2	$326K	Buy	4,192 +227	+6%	+$18.5K	0.07%	260
2024 Q1	$344K	Sell	3,965 -77	-2%	-$6.54K	0.08%	254
2023 Q4	$296K	Sell	4,042 -160	-4%	-$11.1K	0.08%	256
2023 Q3	$246K	Sell	4,202 -4,676	-53%	-$245K	0.07%	251
2023 Q2	$510K	Buy	+8,878	New	+$355K	0.08%	227

Other funds holding EDU

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Beverly Hills Private Wealth's EDU Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of New Oriental (EDU) in Q3 2024, closing a stake of 4,192 shares — an estimated $326K sold.

Beverly Hills Private Wealth first reported a position in EDU in Q2 2023 and held it in 5 quarters. The position peaked at $510K in Q2 2023. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

Beverly Hills Private Wealth reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
Beverly Hills Private Wealth sold 4,192 New Oriental shares in Q3 2024, an estimated $326K.
Beverly Hills Private Wealth first reported a position in New Oriental in Q2 2023 and held it in 5 quarters.
Beverly Hills Private Wealth's New Oriental position peaked at $510K in Q2 2023.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.