GWS
EDU icon

Glassman Wealth Services’s New Oriental EDU Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-229
Closed -$16.8K – 686
2023
Q4 		$16.8K Sell
229
-3
-1% -$208 ﹤0.01% 734
2023
Q3 		$13.6K Hold
232
– – ﹤0.01% 769
2023
Q2 		$9.16K Hold
232
– – ﹤0.01% 836
2023
Q1 		$8.96K Hold
232
– – ﹤0.01% 855
2022
Q4 		$8.08K Buy
232
+91
+65% +$2.57K ﹤0.01% 891
2022
Q3 		$3K Buy
141
+22
+18% +$547 ﹤0.01% 1122
2022
Q2 		$2K Buy
+119
New +$1.63K ﹤0.01% 1226
2022
Q1 		– Sell
-16
Closed – – 1717
2021
Q4 		$0 Buy
16
+8
+100% +$173 ﹤0.01% 1699
2021
Q3 		$0 Buy
+8
New +$254 ﹤0.01% 1644
2021
Q2 		– Sell
-28
Closed -$4K – 1500
2021
Q1 		$4K Sell
28
-3
-10% -$524 ﹤0.01% 921
2020
Q4 		$6K Buy
31
+9
+41% +$1.51K ﹤0.01% 823
2020
Q3 		$3K Buy
22
+4
+22% +$578 ﹤0.01% 889
2020
Q2 		$2K Buy
+18
New +$2.19K ﹤0.01% 842

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Glassman Wealth Services's EDU Position: Q1 2024 in Review

Glassman Wealth Services sold out of New Oriental (EDU) in Q1 2024, closing a stake of 229 shares — an estimated $16.8K sold.

Glassman Wealth Services first reported a position in EDU in Q2 2020 and held it in 13 quarters. The position peaked at $16.8K in Q4 2023. 256 funds tracked by Wall St. Rank hold EDU as of Q1 2024.

  • Glassman Wealth Services reported no remaining New Oriental position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 229 New Oriental shares in Q1 2024, an estimated $16.8K.
  • Glassman Wealth Services first reported a position in New Oriental in Q2 2020 and held it in 13 quarters.
  • Glassman Wealth Services's New Oriental position peaked at $16.8K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held New Oriental as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.