E Fund Management (HK)’s New Oriental EDU Stock Holding History

E Fund Management (HK)’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 Q2	–	Sell	-2,604	Closed	-$226K	–	122
2024 Q1	$226K	Sell	2,604 -4,833	-65%	-$410K	0.15%	34
2023 Q4	$545K	Buy	+7,437	New	+$516K	0.29%	28
2022 Q2	–	Sell	-8,835	Closed	-$961K	–	34
2022 Q1	$961K	Sell	8,835 -29,495	-77%	-$429K	0.61%	27
2021 Q4	$805K	Buy	+38,330	New	+$827K	0.45%	20
2021 Q2	$3.25M	Sell	39,624 -20,183	-34%	-$2.45M	2.02%	17
2021 Q1	$8.37M	Buy	59,807 +7,755	+15%	+$1.35M	2.7%	10
2020 Q4	$9.67M	Buy	52,052 +2,134	+4%	+$359K	3.34%	8
2020 Q3	$7.46M	Buy	49,918 +16,184	+48%	+$2.34M	2.86%	6
2020 Q2	$4.39M	Sell	33,734 -599	-2%	-$73K	2.14%	11
2020 Q1	$3.72M	Buy	+34,333	New	+$4.41M	2.11%	11

Other funds holding EDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trivest Advisors Hong Kong $1.39B AUM 273.03% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

E Fund Management (HK)'s EDU Position: Q2 2024 in Review

E Fund Management (HK) sold out of New Oriental (EDU) in Q2 2024, closing a stake of 2,604 shares — an estimated $226K sold.

E Fund Management (HK) first reported a position in EDU in Q1 2020 and held it in 10 quarters. The position peaked at $9.67M in Q4 2020. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

E Fund Management (HK) reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
E Fund Management (HK) sold 2,604 New Oriental shares in Q2 2024, an estimated $226K.
E Fund Management (HK) first reported a position in New Oriental in Q1 2020 and held it in 10 quarters.
E Fund Management (HK)'s New Oriental position peaked at $9.67M in Q4 2020.
230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on E Fund Management (HK)'s 13F filing for Q2 2024, filed 12 Jul 2024.