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Center for Financial Planning’s New Oriental EDU Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-63
Closed -$4.04K – 718
2024
Q4 		$4.04K Buy
+63
New +$4.04K ﹤0.01% 496

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Center for Financial Planning's EDU Position: Q1 2025 in Review

Center for Financial Planning sold out of New Oriental (EDU) in Q1 2025, closing a stake of 63 shares — an estimated $4.04K sold.

Center for Financial Planning first reported a position in EDU in Q4 2024 and held it in 1 quarter. The position peaked at $4.04K in Q4 2024. 168 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

  • Center for Financial Planning reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 63 New Oriental shares in Q1 2025, an estimated $4.04K.
  • Center for Financial Planning first reported a position in New Oriental in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's New Oriental position peaked at $4.04K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.