Edgestream Partners’s New Oriental EDU Stock Holding History

Edgestream 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 Q2	–	Sell	-5,429	Closed	-$210K	–	761
2023 Q1	$210K	Sell	5,429 -807	-13%	-$32.6K	0.02%	521
2022 Q4	$217K	Sell	6,236 -3,258	-34%	-$92K	0.02%	468
2022 Q3	$228K	Sell	9,494 -2,431	-20%	-$60.4K	0.02%	419
2022 Q2	$243K	Buy	11,925 +5,805	+95%	+$79.5K	0.02%	470
2022 Q1	$70K	Sell	6,120 -5,615	-48%	-$81.7K	0.01%	523
2021 Q4	$246K	Buy	11,735 +4,384	+60%	+$94.6K	0.02%	452
2021 Q3	$151K	Sell	7,351 -55,215	-88%	-$1.75M	0.01%	475
2021 Q2	$5.12M	Sell	62,566 -30,909	-33%	-$3.75M	0.3%	113
2021 Q1	$13.1M	Buy	93,475 +30,799	+49%	+$5.38M	0.73%	22
2020 Q4	$11.6M	Buy	+62,676	New	+$10.5M	0.59%	48

Other funds holding EDU

GAMH

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return

YCM

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

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

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

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

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

SCM

Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return

Edgestream Partners's EDU Position: Q2 2023 in Review

Edgestream Partners sold out of New Oriental (EDU) in Q2 2023, closing a stake of 5,429 shares — an estimated $210K sold.

Edgestream Partners first reported a position in EDU in Q4 2020 and held it in 10 quarters. The position peaked at $13.1M in Q1 2021. 178 funds tracked by Wall St. Rank hold EDU as of Q2 2023.

Edgestream Partners reported no remaining New Oriental position as of Q2 2023 after selling out during the quarter.
Edgestream Partners sold 5,429 New Oriental shares in Q2 2023, an estimated $210K.
Edgestream Partners first reported a position in New Oriental in Q4 2020 and held it in 10 quarters.
Edgestream Partners's New Oriental position peaked at $13.1M in Q1 2021.
178 funds tracked by Wall St. Rank held New Oriental as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.