Erste Asset Management’s New Oriental EDU Stock Holding History

Erste 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
2025 Q1	–	Sell	-20,000	Closed	-$1.26M	–	540
2024 Q4	$1.26M	Buy	+20,000	New	+$1.28M	0.02%	363
2021 Q3	–	Sell	-9,000	Closed	-$754K	–	521
2021 Q2	$754K	Hold	9,000	–	–	0.02%	371
2021 Q1	$1.27M	Hold	9,000	–	–	0.03%	317
2020 Q4	$1.51M	Hold	9,000	–	–	0.04%	301
2020 Q3	$1.33M	Hold	9,000	–	–	0.05%	286
2020 Q2	$1.18M	Hold	9,000	–	–	0.05%	281
2020 Q1	$981K	Hold	9,000	–	–	0.06%	256
2019 Q4	$1.12M	Hold	9,000	–	–	0.05%	273
2019 Q3	$956K	Buy	+9,000	New	+$942K	0.05%	268

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Erste Asset Management's EDU Position: Q1 2025 in Review

Erste Asset Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 20,000 shares — an estimated $1.26M sold.

Erste Asset Management first reported a position in EDU in Q3 2019 and held it in 9 quarters. The position peaked at $1.51M in Q4 2020. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Erste Asset Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Erste Asset Management sold 20,000 New Oriental shares in Q1 2025, an estimated $1.26M.
Erste Asset Management first reported a position in New Oriental in Q3 2019 and held it in 9 quarters.
Erste Asset Management's New Oriental position peaked at $1.51M in Q4 2020.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Erste Asset Management's 13F filing for Q1 2025, filed 14 May 2025.