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 – 690
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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return