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Dorsey Wright & Associates’s New Oriental EDU Stock Holding History

Dorsey Wright & Associates’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
-11,115
Closed -$843K – 133
2024
Q3 		$843K Sell
11,115
-37,096
-77% -$2.54M 0.2% 101
2024
Q2 		$3.75M Sell
48,211
-520
-1% -$42.4K 0.97% 31
2024
Q1 		$4.23M Sell
48,731
-2,105
-4% -$179K 1.1% 22
2023
Q4 		$3.73M Sell
50,836
-3,766
-7% -$261K 1.13% 25
2023
Q3 		$3.2M Sell
54,602
-3,514
-6% -$184K 0.99% 32
2023
Q2 		$2.29M Sell
58,116
-5,564
-9% -$223K 0.69% 77
2023
Q1 		$2.46M Buy
+63,680
New +$2.57M 0.75% 78
2021
Q2 		– Sell
-29,168
Closed -$4.08K – 318
2021
Q1 		$4.08K Buy
29,168
+2,240
+8% +$391K 0.05% 202
2020
Q4 		$5M Sell
26,928
-455
-2% -$76.6K 0.74% 27
2020
Q3 		$4.09M Buy
27,383
+496
+2% +$71.7K 0.74% 35
2020
Q2 		$3.51M Sell
26,887
-2,420
-8% -$295K 0.72% 38
2020
Q1 		$3.17M Buy
29,307
+8,661
+42% +$1.11M 1.2% 32
2019
Q4 		$2.5M Sell
20,646
-14,571
-41% -$1.74M 0.83% 46
2019
Q3 		$3.9M Sell
35,217
-451
-1% -$47.2K 0.98% 39
2019
Q2 		$3.44M Buy
+35,668
New +$3.19M 0.84% 57
2018
Q4 		– Sell
-99,763
Closed -$7.38M – 293
2018
Q3 		$7.38M Sell
99,763
-98,800
-50% -$8.19M 1.35% 19
2018
Q2 		$18.7M Buy
198,563
+5,856
+3% +$560K 2.74% 3
2018
Q1 		$17M Buy
192,707
+51,579
+37% +$4.8M 2.62% 5
2017
Q4 		$13.3M Buy
141,128
+38,748
+38% +$3.44M 2.4% 4
2017
Q3 		$9.24M Buy
102,380
+34,602
+51% +$2.82M 2.13% 4
2017
Q2 		$4.78M Buy
67,778
+23,182
+52% +$1.59M 1.47% 15
2017
Q1 		$2.69M Buy
44,596
+14,612
+49% +$741K 0.92% 30
2016
Q4 		$1.26M Buy
29,984
+16,016
+115% +$754K 0.54% 65
2016
Q3 		$648K Buy
13,968
+4,049
+41% +$176K 0.31% 71
2016
Q2 		$415K Sell
9,919
-561
-5% -$22.1K 0.22% 77
2016
Q1 		$262K Buy
+10,480
New +$327K 0.14% 110

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dorsey Wright & Associates's EDU Position: Q4 2024 in Review

Dorsey Wright & Associates sold out of New Oriental (EDU) in Q4 2024, closing a stake of 11,115 shares — an estimated $843K sold.

Dorsey Wright & Associates first reported a position in EDU in Q1 2016 and held it in 26 quarters. The position peaked at $18.7M in Q2 2018. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

  • Dorsey Wright & Associates reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
  • Dorsey Wright & Associates sold 11,115 New Oriental shares in Q4 2024, an estimated $843K.
  • Dorsey Wright & Associates first reported a position in New Oriental in Q1 2016 and held it in 26 quarters.
  • Dorsey Wright & Associates's New Oriental position peaked at $18.7M in Q2 2018.
  • 205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Dorsey Wright & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.