Fox Run Management’s New Oriental EDU Stock Holding History

Fox Run 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
2026 Q1	$1.3M	Buy	23,773 +14,802	+165%	+$846K	0.23%	102
2025 Q4	$494K	Sell	8,971 -1,577	-15%	-$86.5K	0.08%	508
2025 Q3	$560K	Buy	10,548 +573	+6%	+$28.3K	0.09%	446
2025 Q2	$538K	Buy	+9,975	New	+$474K	0.09%	438
2023 Q1	–	Sell	-8,343	Closed	-$291K	–	723
2022 Q4	$291K	Buy	+8,343	New	+$236K	0.12%	358
2020 Q4	–	Sell	-2,344	Closed	-$350K	–	213
2020 Q3	$350K	Buy	+2,344	New	+$339K	0.88%	23
2020 Q2	–	Sell	-2,710	Closed	-$293K	–	274
2020 Q1	$293K	Sell	2,710 -281	-9%	-$36.1K	0.69%	29
2019 Q4	$363K	Buy	+2,991	New	+$358K	0.29%	120
2017 Q3	–	Sell	-3,300	Closed	-$233K	–	721
2017 Q2	$233K	Sell	3,300 -5,400	-62%	-$371K	0.08%	500
2017 Q1	$525K	Buy	+8,700	New	+$441K	0.21%	167
2016 Q3	–	Sell	-16,000	Closed	-$670K	–	532
2016 Q2	$670K	Buy	+16,000	New	+$632K	0.33%	53
2016 Q1	–	Sell	-9,000	Closed	-$282K	–	451
2015 Q4	$282K	Buy	+9,000	New	+$253K	0.22%	187

Other funds holding EDU

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Renaissance Technologies

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

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

Fidelity Investments

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

Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return