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Boothbay Fund Management’s New Oriental EDU Stock Holding History

Boothbay Fund 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
-36,911
Closed -$2.37M – 1501
2024
Q4 		$2.37M Buy
+36,911
New +$2.37M 0.06% 401
2024
Q3 		– Sell
-41,017
Closed -$3.19M – 1688
2024
Q2 		$3.19M Buy
+41,017
New +$3.34M 0.08% 346
2024
Q1 		– Sell
-44,000
Closed -$3.22M – 1663
2023
Q4 		$3.22M Buy
+44,000
New +$3.05M 0.08% 338
2023
Q2 		– Sell
-44,424
Closed -$1.72M – 1931
2023
Q1 		$1.72M Sell
44,424
-26,376
-37% -$1.07M 0.04% 746
2022
Q4 		$2.47M Buy
+70,800
New +$2M 0.06% 514
2022
Q3 		– Sell
-10,000
Closed -$204K – 2330
2022
Q2 		$204K Buy
+10,000
New +$137K 0.01% 1738
2021
Q4 		– Sell
-6,770
Closed -$139K – 1944
2021
Q3 		$139K Buy
6,770
+1,926
+40% +$61.1K ﹤0.01% 1719
2021
Q2 		$397K Buy
4,844
+1,350
+39% +$164K 0.01% 1123
2021
Q1 		$489K Buy
3,494
+293
+9% +$51.2K 0.02% 961
2020
Q4 		$595K Sell
3,201
-930
-23% -$157K 0.02% 679
2020
Q3 		$618K Sell
4,131
-1,486
-26% -$215K 0.04% 584
2020
Q2 		$732K Sell
5,617
-576
-9% -$70.2K 0.05% 469
2020
Q1 		$670K Sell
6,193
-12,989
-68% -$1.67M 0.06% 397
2019
Q4 		$2.33M Buy
19,182
+15,873
+480% +$1.9M 0.2% 125
2019
Q3 		$367K Buy
3,309
+777
+31% +$81.3K 0.03% 525
2019
Q2 		$245K Buy
+2,532
New +$227K 0.02% 567
2019
Q1 		– Sell
-7,215
Closed -$395K – 785
2018
Q4 		$395K Sell
7,215
-18,765
-72% -$1.09M 0.06% 326
2018
Q3 		$1.92M Buy
25,980
+18,030
+227% +$1.5M 0.19% 101
2018
Q2 		$753K Sell
7,950
-1,229
-13% -$118K 0.07% 237
2018
Q1 		$805K Buy
+9,179
New +$854K 0.1% 213

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

Boothbay Fund Management's EDU Position: Q1 2025 in Review

Boothbay Fund Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 36,911 shares — an estimated $2.37M sold.

Boothbay Fund Management first reported a position in EDU in Q1 2018 and held it in 20 quarters. The position peaked at $3.22M in Q4 2023. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

  • Boothbay Fund Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
  • Boothbay Fund Management sold 36,911 New Oriental shares in Q1 2025, an estimated $2.37M.
  • Boothbay Fund Management first reported a position in New Oriental in Q1 2018 and held it in 20 quarters.
  • Boothbay Fund Management's New Oriental position peaked at $3.22M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Boothbay Fund Management's 13F filing for Q1 2025, filed 15 May 2025.