GM
EDU icon

GeoWealth Management’s New Oriental EDU Stock Holding History

GeoWealth 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
-441
Closed -$28.3K – 1260
2024
Q4 		$28.3K Buy
441
+318
+259% +$20.4K ﹤0.01% 1299
2024
Q3 		$9.33K Buy
+123
New +$8.42K ﹤0.01% 1380

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

GeoWealth Management's EDU Position: Q1 2025 in Review

GeoWealth Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 441 shares — an estimated $28.3K sold.

GeoWealth Management first reported a position in EDU in Q3 2024 and held it in 2 quarters. The position peaked at $28.3K in Q4 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

  • GeoWealth Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 441 New Oriental shares in Q1 2025, an estimated $28.3K.
  • GeoWealth Management first reported a position in New Oriental in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's New Oriental position peaked at $28.3K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.