ClearBridge Investments’s New Oriental EDU Stock Holding History

ClearBridge Investments’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 Q2	–	Sell	-67,239	Closed	-$3.21M	–	719
2025 Q1	$3.21M	Sell	67,239 -275	-0.4%	-$14.1K	﹤0.01%	587
2024 Q4	$4.33M	Sell	67,514 -1,954	-3%	-$125K	﹤0.01%	587
2024 Q3	$5.27M	Sell	69,468 -2,393	-3%	-$164K	﹤0.01%	577
2024 Q2	$5.59M	Buy	71,861 +114	+0.2%	+$9.29K	﹤0.01%	583
2024 Q1	$6.23M	Buy	71,747 +6,814	+10%	+$578K	﹤0.01%	578
2023 Q4	$4.76M	Sell	64,933 -69	-0.1%	-$4.79K	﹤0.01%	584
2023 Q3	$3.81M	Buy	65,002 +8,306	+15%	+$436K	﹤0.01%	559
2023 Q2	$2.24M	Buy	+56,696	New	+$2.27M	﹤0.01%	591

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

AMH

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

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

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

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

ClearBridge Investments's EDU Position: Q2 2025 in Review

ClearBridge Investments sold out of New Oriental (EDU) in Q2 2025, closing a stake of 67,239 shares — an estimated $3.21M sold.

ClearBridge Investments first reported a position in EDU in Q2 2023 and held it in 8 quarters. The position peaked at $6.23M in Q1 2024. 167 funds tracked by Wall St. Rank hold EDU as of Q2 2025.

ClearBridge Investments reported no remaining New Oriental position as of Q2 2025 after selling out during the quarter.
ClearBridge Investments sold 67,239 New Oriental shares in Q2 2025, an estimated $3.21M.
ClearBridge Investments first reported a position in New Oriental in Q2 2023 and held it in 8 quarters.
ClearBridge Investments's New Oriental position peaked at $6.23M in Q1 2024.
167 funds tracked by Wall St. Rank held New Oriental as of Q2 2025.

Based on ClearBridge Investments's 13F filing for Q2 2025, filed 12 Aug 2025.