Capital Advisors Ltd’s New Oriental EDU Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-62	Closed	-$3K	–	1405
2025 Q2	$3K	Hold	62	–	–	﹤0.01%	997
2025 Q1	$3K	Hold	62	–	–	﹤0.01%	978
2024 Q4	$4K	Hold	62	–	–	﹤0.01%	960
2024 Q3	$5K	Hold	62	–	–	﹤0.01%	911
2024 Q2	$5K	Hold	62	–	–	﹤0.01%	906
2024 Q1	$5K	Hold	62	–	–	﹤0.01%	873
2023 Q4	$5K	Hold	62	–	–	﹤0.01%	827
2023 Q3	$4K	Hold	62	–	–	﹤0.01%	871
2023 Q2	$2K	Hold	62	–	–	﹤0.01%	1006
2023 Q1	$2K	Hold	62	–	–	﹤0.01%	883
2022 Q4	$2K	Hold	62	–	–	﹤0.01%	842
2022 Q3	$1K	Hold	62	–	–	﹤0.01%	1002
2022 Q2	$1K	Hold	62	–	–	﹤0.01%	766
2022 Q1	$1K	Hold	62	–	–	﹤0.01%	700
2021 Q4	$1K	Hold	62	–	–	﹤0.01%	650
2021 Q3	$1K	Hold	62	–	–	﹤0.01%	489
2021 Q2	$5K	Hold	62	–	–	﹤0.01%	454
2021 Q1	$9K	Hold	62	–	–	﹤0.01%	414
2020 Q4	$12K	Hold	62	–	–	﹤0.01%	372
2020 Q3	$9K	Hold	62	–	–	﹤0.01%	383
2020 Q2	$8K	Hold	62	–	–	﹤0.01%	380
2020 Q1	$7K	Buy	+62	New	+$7.96K	﹤0.01%	387

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

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

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

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GAMH

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

Capital Advisors Ltd's EDU Position: Q3 2025 in Review

Capital Advisors Ltd sold out of New Oriental (EDU) in Q3 2025, closing a stake of 62 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in EDU in Q1 2020 and held it in 22 quarters. The position peaked at $12K in Q4 2020. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2025.

Capital Advisors Ltd reported no remaining New Oriental position as of Q3 2025 after selling out during the quarter.
Capital Advisors Ltd sold 62 New Oriental shares in Q3 2025, an estimated $3K.
Capital Advisors Ltd first reported a position in New Oriental in Q1 2020 and held it in 22 quarters.
Capital Advisors Ltd's New Oriental position peaked at $12K in Q4 2020.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.