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DFPG Investments’s New Oriental EDU Stock Holding History

DFPG 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
2023
Q4 		$852K Buy
11,674
+793
+7% +$55K 0.07% 265
2023
Q3 		$736K Buy
+10,881
New +$571K 0.07% 259

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 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

DFPG Investments's EDU Position: Q4 2023 in Review

DFPG Investments increased its New Oriental (EDU) stake by 7.3% in Q4 2023, buying an estimated $55K and bringing the position to 11,674 shares worth $852K. The position accounts for 0.07% of the portfolio, ranked #265.

DFPG Investments first reported a position in EDU in Q3 2023 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold EDU as of Q4 2023.

  • DFPG Investments held 11,674 shares of New Oriental worth $852K as of Q4 2023.
  • DFPG Investments bought 793 New Oriental shares in Q4 2023, an estimated $55K.
  • New Oriental made up 0.07% of DFPG Investments's portfolio in Q4 2023, its #265 holding.
  • DFPG Investments first reported a position in New Oriental in Q3 2023 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held New Oriental as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.