Capital Fund Management (CFM)’s New Oriental EDU Stock Holding History

Capital Fund Management (CFM)’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
2023 Q2	–	Sell	-41,900	Closed	-$1.62M	–	1723
2023 Q1	$1.62M	Buy	+41,900	New	+$1.69M	0.01%	1126
2022 Q4	–	Sell	-16,400	Closed	-$393K	–	1450
2022 Q3	$393K	Buy	+16,400	New	+$407K	﹤0.01%	1315
2020 Q2	–	Sell	-3,800	Closed	-$411K	–	1170
2020 Q1	$411K	Sell	3,800 -14,300	-79%	-$1.84M	0.01%	1113
2019 Q4	$2.19M	Sell	18,100 -1,000	-5%	-$120K	0.02%	808
2019 Q3	$2.12M	Sell	19,100 -7,100	-27%	-$743K	0.02%	770
2019 Q2	$2.53M	Sell	26,200 -15,100	-37%	-$1.35M	0.02%	731
2019 Q1	$3.72M	Buy	41,300 +34,300	+490%	+$2.58M	0.03%	598
2018 Q4	$384K	Buy	+7,000	New	+$405K	﹤0.01%	1501
2018 Q2	–	Sell	-41,500	Closed	-$3.64M	–	2052
2018 Q1	$3.64M	Sell	41,500 -16,500	-28%	-$1.54M	0.02%	797
2017 Q4	$5.45M	Buy	58,000 +45,900	+379%	+$4.07M	0.03%	645
2017 Q3	$1.07M	Buy	12,100 +7,300	+152%	+$595K	0.01%	948
2017 Q2	$338K	Buy	+4,800	New	+$330K	﹤0.01%	1232
2016 Q3	–	Sell	-8,700	Closed	-$364K	–	1616
2016 Q2	$364K	Buy	+8,700	New	+$343K	﹤0.01%	1267

Other funds holding EDU

FBIL

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

GAMH

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

Capital Fund Management (CFM)'s EDU Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of New Oriental (EDU) in Q3 2025, closing a stake of 24,025 shares — an estimated $1.3M sold.

Capital Fund Management (CFM) first reported a position in EDU in Q2 2014 and held it in 29 quarters. The position peaked at $28.3M in Q3 2018. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2025.

Capital Fund Management (CFM) reported no remaining New Oriental position as of Q3 2025 after selling out during the quarter.
Capital Fund Management (CFM) sold 24,025 New Oriental shares in Q3 2025, an estimated $1.3M.
Capital Fund Management (CFM) first reported a position in New Oriental in Q2 2014 and held it in 29 quarters.
Capital Fund Management (CFM)'s New Oriental position peaked at $28.3M in Q3 2018.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.