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

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return