Broad Peak Investment Advisers’s New Oriental EDU Stock Holding History

Broad Peak Investment Advisers’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 Q4	–	Sell	-421,941	Closed	-$32M	–	6
2024 Q3	$32M	Buy	421,941 +198,291	+89%	+$13.6M	9.82%	4
2024 Q2	$17.4M	Buy	+223,650	New	+$18.2M	4.09%	9

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broad Peak Investment Advisers's EDU Position: Q4 2024 in Review

Broad Peak Investment Advisers sold out of New Oriental (EDU) in Q4 2024, closing a stake of 421,941 shares — an estimated $32M sold.

Broad Peak Investment Advisers first reported a position in EDU in Q2 2024 and held it in 2 quarters. The position peaked at $32M in Q3 2024. 204 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Broad Peak Investment Advisers reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Broad Peak Investment Advisers sold 421,941 New Oriental shares in Q4 2024, an estimated $32M.
Broad Peak Investment Advisers first reported a position in New Oriental in Q2 2024 and held it in 2 quarters.
Broad Peak Investment Advisers's New Oriental position peaked at $32M in Q3 2024.
204 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Broad Peak Investment Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.