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Coldstream Capital Management’s New Oriental EDU Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-419
Closed -$20K – 1752
2025
Q1 		$20K Buy
+419
New +$21.5K ﹤0.01% 2110

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AMH
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Renaissance Technologies
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Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 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

Coldstream Capital Management's EDU Position: Q2 2025 in Review

Coldstream Capital Management sold out of New Oriental (EDU) in Q2 2025, closing a stake of 419 shares — an estimated $20K sold.

Coldstream Capital Management first reported a position in EDU in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 166 funds tracked by Wall St. Rank hold EDU as of Q2 2025.

  • Coldstream Capital Management reported no remaining New Oriental position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 419 New Oriental shares in Q2 2025, an estimated $20K.
  • Coldstream Capital Management first reported a position in New Oriental in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's New Oriental position peaked at $20K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held New Oriental as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.