Congress Wealth Management’s New Oriental EDU Stock Holding History

Congress Wealth 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	-4,458	Closed	-$338K	–	883
2024 Q3	$338K	Buy	4,458 +1,716	+63%	+$118K	﹤0.01%	706
2024 Q2	$213K	Sell	2,742 -31	-1%	-$2.53K	﹤0.01%	697
2024 Q1	$241K	Buy	+2,773	New	+$235K	﹤0.01%	545

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

Congress Wealth Management's EDU Position: Q4 2024 in Review

Congress Wealth Management sold out of New Oriental (EDU) in Q4 2024, closing a stake of 4,458 shares — an estimated $338K sold.

Congress Wealth Management first reported a position in EDU in Q1 2024 and held it in 3 quarters. The position peaked at $338K in Q3 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Congress Wealth Management reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 4,458 New Oriental shares in Q4 2024, an estimated $338K.
Congress Wealth Management first reported a position in New Oriental in Q1 2024 and held it in 3 quarters.
Congress Wealth Management's New Oriental position peaked at $338K in Q3 2024.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.