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

Broad Peak Investment Holdings’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 Q1	$19.4M	Buy	+223,650	New	+$19M	3.65%	9
2023 Q1	–	Sell	-245,000	Closed	-$8.53M	–	15
2022 Q4	$8.53M	Buy	+245,000	New	+$6.92M	0.83%	12
2021 Q1	–	Sell	-341,935	Closed	-$63.5M	–	19
2020 Q4	$63.5M	Hold	341,935	–	–	3.8%	13
2020 Q3	$51.1M	Buy	341,935 +65,000	+23%	+$9.39M	3.53%	11
2020 Q2	$36.1M	Sell	276,935 -321,444	-54%	-$39.2M	2.97%	14
2020 Q1	$64.8M	Sell	598,379 -77,264	-11%	-$9.92M	7.54%	6
2019 Q4	$81.9M	Buy	675,643 +12,775	+2%	+$1.53M	9.21%	6
2019 Q3	$73.4M	Buy	662,868 +110,683	+20%	+$11.6M	8.22%	7
2019 Q2	$53.3M	Buy	552,185 +514,520	+1,366%	+$46.1M	5.17%	5
2019 Q1	$3.39M	Buy	37,665 +865	+2%	+$65.1K	0.61%	7
2018 Q4	$2.02M	Buy	+36,800	New	+$2.13M	0.33%	10

Other funds holding EDU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Broad Peak Investment Holdings's EDU Position: Q1 2024 in Review

Broad Peak Investment Holdings opened a new position in New Oriental (EDU) in Q1 2024: 223,650 shares worth $19.4M. The stake represents 3.65% of the portfolio and ranks #9 among its holdings. This is a return to the name: Broad Peak Investment Holdings previously reported a position in EDU as recently as Q4 2022.

Broad Peak Investment Holdings first reported a position in EDU in Q4 2018 and has held it in 11 quarters since. The position peaked at $81.9M in Q4 2019. 256 funds tracked by Wall St. Rank hold EDU as of Q1 2024.

Broad Peak Investment Holdings held 223,650 shares of New Oriental worth $19.4M as of Q1 2024.
New Oriental was a new Broad Peak Investment Holdings position in Q1 2024.
New Oriental made up 3.65% of Broad Peak Investment Holdings's portfolio in Q1 2024, its #9 holding.
Broad Peak Investment Holdings first reported a position in New Oriental in Q4 2018 and has held it in 11 quarters since.
Broad Peak Investment Holdings's New Oriental position peaked at $81.9M in Q4 2019.
256 funds tracked by Wall St. Rank held New Oriental as of Q1 2024.

Based on Broad Peak Investment Holdings's 13F filing for Q1 2024, filed 1 May 2024.