EARNEST Partners’s New Oriental EDU Stock Holding History

EARNEST Partners’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
2023 Q4	–	Sell	-18	Closed	-$1.05K	–	521
2023 Q3	$1.05K	Hold	18	–	–	﹤0.01%	1065
2023 Q2	$711	Hold	18	–	–	﹤0.01%	1104
2023 Q1	$695	Hold	18	–	–	﹤0.01%	1105
2022 Q4	$627	Hold	18	–	–	﹤0.01%	1114
2022 Q3	$0	Hold	18	–	–	﹤0.01%	1140
2022 Q2	$0	Hold	18	–	–	﹤0.01%	1161
2022 Q1	$0	Hold	18	–	–	﹤0.01%	1162
2021 Q4	$0	Hold	18	–	–	﹤0.01%	1175
2021 Q3	$0	Hold	18	–	–	﹤0.01%	1172
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	1107
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	953
2020 Q4	$3K	Hold	18	–	–	﹤0.01%	929
2020 Q3	$3K	Hold	18	–	–	﹤0.01%	880
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	923
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	882
2019 Q4	$2K	Hold	18	–	–	﹤0.01%	992
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	974
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	988
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	994
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	1078
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	1108
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	1012
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	984
2017 Q4	$2K	Buy	+18	New	+$1.6K	﹤0.01%	980

Other funds holding EDU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

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

EARNEST Partners's EDU Position: Q4 2023 in Review

EARNEST Partners sold out of New Oriental (EDU) in Q4 2023, closing a stake of 18 shares — an estimated $1.05K sold.

EARNEST Partners first reported a position in EDU in Q4 2017 and held it in 24 quarters. The position peaked at $3K in Q1 2021. 237 funds tracked by Wall St. Rank hold EDU as of Q4 2023.

EARNEST Partners reported no remaining New Oriental position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 18 New Oriental shares in Q4 2023, an estimated $1.05K.
EARNEST Partners first reported a position in New Oriental in Q4 2017 and held it in 24 quarters.
EARNEST Partners's New Oriental position peaked at $3K in Q1 2021.
237 funds tracked by Wall St. Rank held New Oriental as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.