Claro Advisors’s New Oriental EDU Stock Holding History

Claro Advisors’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 Q3	–	Sell	-3,834	Closed	-$298K	–	520
2024 Q2	$298K	Buy	3,834 +37	+1%	+$3.02K	0.05%	329
2024 Q1	$330K	Buy	3,797 +191	+5%	+$16.2K	0.06%	304
2023 Q4	$264K	Buy	3,606 +78	+2%	+$5.41K	0.06%	308
2023 Q3	$207K	Buy	+3,528	New	+$185K	0.05%	344

Other funds holding EDU

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

AMH

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Claro Advisors's EDU Position: Q3 2024 in Review

Claro Advisors sold out of New Oriental (EDU) in Q3 2024, closing a stake of 3,834 shares — an estimated $298K sold.

Claro Advisors first reported a position in EDU in Q3 2023 and held it in 4 quarters. The position peaked at $330K in Q1 2024. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

Claro Advisors reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
Claro Advisors sold 3,834 New Oriental shares in Q3 2024, an estimated $298K.
Claro Advisors first reported a position in New Oriental in Q3 2023 and held it in 4 quarters.
Claro Advisors's New Oriental position peaked at $330K in Q1 2024.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Claro Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.