E. Ohman J:or Asset Management’s New Oriental EDU Stock Holding History

E. Ohman J:or Asset 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
2021 Q4	–	Sell	-30,500	Closed	-$625K	–	456
2021 Q3	$625K	Hold	30,500	–	–	0.02%	368
2021 Q2	$2.5M	Buy	30,500 +2,000	+7%	+$243K	0.08%	155
2021 Q1	$3.99M	Buy	28,500 +5,200	+22%	+$908K	0.14%	89
2020 Q4	$4.33M	Buy	23,300 +1,800	+8%	+$303K	0.18%	84
2020 Q3	$3.21M	Hold	21,500	–	–	0.16%	82
2020 Q2	$2.8M	Hold	21,500	–	–	0.16%	86
2020 Q1	$2.33M	Buy	21,500 +3,200	+17%	+$411K	0.17%	77
2019 Q4	$2.22M	Buy	+18,300	New	+$2.19M	0.12%	107

Other funds holding EDU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

E. Ohman J:or Asset Management's EDU Position: Q4 2021 in Review

E. Ohman J:or Asset Management sold out of New Oriental (EDU) in Q4 2021, closing a stake of 30,500 shares — an estimated $625K sold.

E. Ohman J:or Asset Management first reported a position in EDU in Q4 2019 and held it in 8 quarters. The position peaked at $4.33M in Q4 2020. 246 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

E. Ohman J:or Asset Management reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
E. Ohman J:or Asset Management sold 30,500 New Oriental shares in Q4 2021, an estimated $625K.
E. Ohman J:or Asset Management first reported a position in New Oriental in Q4 2019 and held it in 8 quarters.
E. Ohman J:or Asset Management's New Oriental position peaked at $4.33M in Q4 2020.
246 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2021, filed 5 Apr 2024.