David Shaw’s New Oriental EDU Stock Holding History

David Shaw’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 Q1	–	Sell	-30,000	Closed	-$2.2M	–	4424
2023 Q4	$2.2M	Hold	30,000	–	–	﹤0.01%	2594
2023 Q3	$1.76M	Buy	30,000 +12,300	+69%	+$645K	﹤0.01%	2679
2023 Q2	$699K	Buy	+17,700	New	+$708K	﹤0.01%	3266
2020 Q2	–	Sell	-20,000	Closed	-$2.17M	–	4042
2020 Q1	$2.17M	Buy	+20,000	New	+$2.57M	﹤0.01%	2101
2019 Q2	–	Sell	-6,500	Closed	-$586K	–	3712
2019 Q1	$586K	Hold	6,500	–	–	﹤0.01%	2914
2018 Q4	$356K	Buy	+6,500	New	+$376K	﹤0.01%	3270
2018 Q1	–	Sell	-10,300	Closed	-$968K	–	3560
2017 Q4	$968K	Hold	10,300	–	–	﹤0.01%	2595
2017 Q3	$909K	Hold	10,300	–	–	﹤0.01%	2543
2017 Q2	$726K	Buy	+10,300	New	+$707K	﹤0.01%	2611
2017 Q1	–	Sell	-40,900	Closed	-$1.72M	–	3363
2016 Q4	$1.72M	Hold	40,900	–	–	﹤0.01%	2099
2016 Q3	$1.9M	Hold	40,900	–	–	﹤0.01%	1976
2016 Q2	$1.71M	Buy	+40,900	New	+$1.61M	﹤0.01%	2039
2015 Q1	–	Sell	-20,000	Closed	-$408K	–	3715
2014 Q4	$408K	Hold	20,000	–	–	﹤0.01%	3466
2014 Q3	$464K	Sell	20,000 -40,000	-67%	-$892K	﹤0.01%	3406
2014 Q2	$1.59M	Hold	60,000	–	–	﹤0.01%	2504
2014 Q1	$1.76M	Buy	60,000 +30,000	+100%	+$902K	﹤0.01%	2519
2013 Q4	$945K	Buy	+30,000	New	+$835K	﹤0.01%	3220

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

David Shaw's EDU Position: Q4 2024 in Review

David Shaw sold out of New Oriental (EDU) in Q4 2024, closing a stake of 12,921 shares — an estimated $980K sold.

David Shaw first reported a position in EDU in Q4 2013 and held it in 34 quarters. The position peaked at $69M in Q4 2020. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

David Shaw reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
David Shaw sold 12,921 New Oriental shares in Q4 2024, an estimated $980K.
David Shaw first reported a position in New Oriental in Q4 2013 and held it in 34 quarters.
David Shaw's New Oriental position peaked at $69M in Q4 2020.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.