Coatue Management’s New Oriental EDU Stock Holding History

Coatue Management’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	-59,316	Closed	-$4.5M	–	75
2024 Q3	$4.5M	Buy	+59,316	New	+$4.06M	0.02%	70
2024 Q1	–	Sell	-46,352	Closed	-$3.4M	–	103
2023 Q4	$3.4M	Sell	46,352 -241,774	-84%	-$16.8M	0.01%	86
2023 Q3	$16.9M	Buy	+288,126	New	+$15.1M	0.09%	60
2023 Q1	–	Sell	-134,939	Closed	-$4.7M	–	81
2022 Q4	$4.7M	Buy	+134,939	New	+$3.81M	0.05%	63

Other funds holding EDU

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coatue Management's EDU Position: Q4 2024 in Review

Coatue Management sold out of New Oriental (EDU) in Q4 2024, closing a stake of 59,316 shares — an estimated $4.5M sold.

Coatue Management first reported a position in EDU in Q4 2022 and held it in 4 quarters. The position peaked at $16.9M in Q3 2023. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Coatue Management reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Coatue Management sold 59,316 New Oriental shares in Q4 2024, an estimated $4.5M.
Coatue Management first reported a position in New Oriental in Q4 2022 and held it in 4 quarters.
Coatue Management's New Oriental position peaked at $16.9M in Q3 2023.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Coatue Management's 13F filing for Q4 2024, filed 14 Feb 2025.