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Diversify Wealth Management’s New Oriental EDU Stock Holding History

Diversify 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
Q3 		– Sell
-11,867
Closed -$775K – 476
2024
Q2 		$775K Buy
+11,867
New +$967K 0.1% 197

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 Wealth Management's EDU Position: Q3 2024 in Review

Diversify Wealth Management sold out of New Oriental (EDU) in Q3 2024, closing a stake of 11,867 shares — an estimated $775K sold.

Diversify Wealth Management first reported a position in EDU in Q2 2024 and held it in 1 quarter. The position peaked at $775K in Q2 2024. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

  • Diversify Wealth Management reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 11,867 New Oriental shares in Q3 2024, an estimated $775K.
  • Diversify Wealth Management first reported a position in New Oriental in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's New Oriental position peaked at $775K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

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