FengHe Fund Management’s New Oriental EDU Stock Holding History

FengHe Fund 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
2024 Q4	–	Sell	-65,100	Closed	-$4.94M	–	19
2024 Q3	$4.94M	Buy	+65,100	New	+$4.46M	1.46%	17
2024 Q1	–	Sell	-27,800	Closed	-$2.04M	–	26
2023 Q4	$2.04M	Buy	+27,800	New	+$1.93M	0.36%	19
2023 Q3	–	Sell	-490,745	Closed	-$19.4M	–	19
2023 Q2	$19.4M	Sell	490,745 -2,332,923	-83%	-$93.3M	3.83%	7
2023 Q1	$109M	Sell	2,823,668 -2,883,918	-51%	-$117M	24.47%	2
2022 Q4	$199M	Sell	5,707,586 -497,767	-8%	-$14.1M	26.89%	1
2022 Q3	$149M	Buy	+6,205,353	New	+$154M	37.79%	1
2021 Q4	–	Sell	-79,800	Closed	-$1.64M	–	13
2021 Q3	$1.64M	Sell	79,800 -211,800	-73%	-$6.72M	1.43%	12
2021 Q2	$23.9M	Buy	+291,600	New	+$35.4M	12.56%	2

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

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

FengHe Fund Management's EDU Position: Q4 2024 in Review

FengHe Fund Management sold out of New Oriental (EDU) in Q4 2024, closing a stake of 65,100 shares — an estimated $4.94M sold.

FengHe Fund Management first reported a position in EDU in Q2 2021 and held it in 8 quarters. The position peaked at $199M in Q4 2022. 204 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

FengHe Fund Management reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
FengHe Fund Management sold 65,100 New Oriental shares in Q4 2024, an estimated $4.94M.
FengHe Fund Management first reported a position in New Oriental in Q2 2021 and held it in 8 quarters.
FengHe Fund Management's New Oriental position peaked at $199M in Q4 2022.
204 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on FengHe Fund Management's 13F filing for Q4 2024, filed 31 Jan 2025.