Empowered Funds’s New Oriental EDU Stock Holding History

Empowered Funds’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
2025 Q1	–	Sell	-2,147	Closed	-$138K	–	1666
2024 Q4	$138K	Buy	+2,147	New	+$138K	﹤0.01%	1550

Other funds holding EDU

AMH

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

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

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Empowered Funds's EDU Position: Q1 2025 in Review

Empowered Funds sold out of New Oriental (EDU) in Q1 2025, closing a stake of 2,147 shares — an estimated $138K sold.

Empowered Funds first reported a position in EDU in Q4 2024 and held it in 1 quarter. The position peaked at $138K in Q4 2024. 168 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Empowered Funds reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Empowered Funds sold 2,147 New Oriental shares in Q1 2025, an estimated $138K.
Empowered Funds first reported a position in New Oriental in Q4 2024 and held it in 1 quarter.
Empowered Funds's New Oriental position peaked at $138K in Q4 2024.
168 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.