CIBC Private Wealth Group
EDU icon

CIBC Private Wealth Group’s New Oriental EDU Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-5
Closed -$379 – 3044
2024
Q3 		$379 Sell
5
-10
-67% -$685 ﹤0.01% 2998
2024
Q2 		$1.19K Sell
15
-35
-70% -$2.85K ﹤0.01% 2867
2024
Q1 		$4.38K Buy
+50
New +$4.25K ﹤0.01% 2543
2021
Q2 		– Sell
-89,666
Closed -$12.6M – 1036
2021
Q1 		$12.6M Buy
89,666
+13,358
+18% +$2.33M 0.03% 307
2020
Q4 		$14.2M Buy
76,308
+5,619
+8% +$946K 0.04% 286
2020
Q3 		$10.6M Buy
70,689
+20,560
+41% +$2.97M 0.03% 292
2020
Q2 		$6.53M Sell
50,129
-48,631
-49% -$5.93M 0.03% 279
2020
Q1 		$10.7M Buy
98,760
+9,972
+11% +$1.28M 0.05% 241
2019
Q4 		$10.8M Buy
88,788
+8,599
+11% +$1.03M 0.04% 275
2019
Q3 		$8.88M Sell
80,189
-26,860
-25% -$2.81M 0.03% 293
2019
Q2 		$10.3M Buy
107,049
+12,065
+13% +$1.08M 0.04% 285
2019
Q1 		$8.56M Buy
94,984
+16,516
+21% +$1.24M 0.03% 293
2018
Q4 		$4.3M Buy
+78,468
New +$4.54M 0.02% 356
2018
Q2 		– Sell
-42
Closed -$4K – 1991
2018
Q1 		$4K Buy
+42
New +$3.91K ﹤0.01% 1693

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group's EDU Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of New Oriental (EDU) in Q4 2024, closing a stake of 5 shares — an estimated $379 sold.

CIBC Private Wealth Group first reported a position in EDU in Q1 2018 and held it in 14 quarters. The position peaked at $14.2M in Q4 2020. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5 New Oriental shares in Q4 2024, an estimated $379.
  • CIBC Private Wealth Group first reported a position in New Oriental in Q1 2018 and held it in 14 quarters.
  • CIBC Private Wealth Group's New Oriental position peaked at $14.2M in Q4 2020.
  • 205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.