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Diversify Advisory Services’s New Oriental EDU Stock Holding History

Diversify Advisory Services’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
Q3 		– Sell
-4,782
Closed -$384K – 649
2024
Q2 		$384K Sell
4,782
-7,975
-63% -$650K 0.02% 434
2024
Q1 		$1.12M Buy
+12,757
New +$1.08M 0.07% 230

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Diversify Advisory Services's EDU Position: Q3 2024 in Review

Diversify Advisory Services sold out of New Oriental (EDU) in Q3 2024, closing a stake of 4,782 shares — an estimated $384K sold.

Diversify Advisory Services first reported a position in EDU in Q1 2024 and held it in 2 quarters. The position peaked at $1.12M in Q1 2024. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

  • Diversify Advisory Services reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 4,782 New Oriental shares in Q3 2024, an estimated $384K.
  • Diversify Advisory Services first reported a position in New Oriental in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's New Oriental position peaked at $1.12M in Q1 2024.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.