Handelsbanken Fonder’s New Oriental EDU Stock Holding History

Handelsbanken Fonder’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	-20,000	Closed	-$1.28M	–	1532
2024 Q4	$1.28M	Sell	20,000 -55,000	-73%	-$3.52M	﹤0.01%	852
2024 Q3	$5.69M	Hold	75,000	–	–	0.02%	420
2024 Q2	$5.83M	Sell	75,000 -1,900	-2%	-$155K	0.03%	402
2024 Q1	$6.68M	Buy	76,900 +11,400	+17%	+$968K	0.03%	416
2023 Q4	$4.8M	Sell	65,500 -13,800	-17%	-$957K	0.02%	434
2023 Q3	$4.64M	Sell	79,300 -1,100	-1%	-$57.7K	0.03%	430
2023 Q2	$3.17M	Sell	80,400 -1,500	-2%	-$60K	0.02%	476
2023 Q1	$3.16M	Buy	81,900 +22,500	+38%	+$909K	0.02%	470
2022 Q4	$2.07M	Buy	+59,400	New	+$1.68M	0.01%	519
2022 Q2	–	Sell	-92,250	Closed	-$1.06M	–	1634
2022 Q1	$1.06M	Hold	92,250	–	–	0.01%	773
2021 Q4	$1.94M	Buy	92,250 +55,870	+154%	+$1.21M	0.01%	634
2021 Q3	$746K	Sell	36,380 -154,571	-81%	-$4.91M	﹤0.01%	1074
2021 Q2	$15.6M	Sell	190,951 -48,485	-20%	-$5.88M	0.08%	248
2021 Q1	$33.5M	Sell	239,436 -79,918	-25%	-$14M	0.19%	118
2020 Q4	$59.3M	Buy	319,354 +2,900	+0.9%	+$488K	0.36%	67
2020 Q3	$47.3M	Buy	316,454 +27,678	+10%	+$4M	0.35%	66
2020 Q2	$37.6M	Buy	288,776 +31,050	+12%	+$3.78M	0.32%	74
2020 Q1	$27.9M	Sell	257,726 -1,378	-0.5%	-$177K	0.6%	52
2019 Q4	$31.4M	Buy	259,104 +24,888	+11%	+$2.98M	0.54%	59
2019 Q3	$25.9M	Sell	234,216 -35,000	-13%	-$3.66M	0.52%	59
2019 Q2	$26M	Buy	269,216 +20,000	+8%	+$1.79M	0.48%	62
2019 Q1	$22.5M	Sell	249,216 -9,450	-4%	-$712K	0.43%	63
2018 Q4	$14.2M	Buy	258,666 +79,450	+44%	+$4.6M	0.29%	98
2018 Q3	$13.3M	Buy	179,216 +18,000	+11%	+$1.49M	0.25%	105
2018 Q2	$15.3M	Buy	161,216 +38,216	+31%	+$3.66M	0.3%	100
2018 Q1	$10.8M	Sell	123,000 -95,000	-44%	-$8.84M	0.21%	112
2017 Q4	$20.5M	Hold	218,000	–	–	0.45%	67
2017 Q3	$19.2M	Hold	218,000	–	–	0.45%	66
2017 Q2	$15.4M	Hold	218,000	–	–	0.39%	69
2017 Q1	$13.2M	Hold	218,000	–	–	0.37%	80
2016 Q4	$9.18M	Sell	218,000 -460,000	-68%	-$21.7M	0.28%	95
2016 Q3	$31.4M	Buy	678,000 +508,000	+299%	+$22M	0.92%	41
2016 Q2	$7.12M	Buy	+170,000	New	+$6.71M	0.29%	89
2016 Q1	–	Sell	-13,700	Closed	-$430K	–	332
2015 Q4	$430K	Buy	+13,700	New	+$386K	0.01%	651

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

FBIL

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Handelsbanken Fonder's EDU Position: Q1 2025 in Review

Handelsbanken Fonder sold out of New Oriental (EDU) in Q1 2025, closing a stake of 20,000 shares — an estimated $1.28M sold.

Handelsbanken Fonder first reported a position in EDU in Q4 2015 and held it in 34 quarters. The position peaked at $59.3M in Q4 2020. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Handelsbanken Fonder reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Handelsbanken Fonder sold 20,000 New Oriental shares in Q1 2025, an estimated $1.28M.
Handelsbanken Fonder first reported a position in New Oriental in Q4 2015 and held it in 34 quarters.
Handelsbanken Fonder's New Oriental position peaked at $59.3M in Q4 2020.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Handelsbanken Fonder's 13F filing for Q1 2025, filed 15 Apr 2025.