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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
2019
Q2 		– Sell
-31,800
Closed -$2.87M – 20
2019
Q1 		$2.87M Buy
+31,800
New +$2.39M 0.52% 9

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
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.