HFM
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Hartford Financial Management’s New Oriental EDU Stock Holding History

Hartford Financial 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
2024
Q3 		– Sell
-217
Closed -$16.9K – 393
2024
Q2 		$16.9K Hold
217
– – ﹤0.01% 279
2024
Q1 		$18.8K Hold
217
– – ﹤0.01% 276
2023
Q4 		$15.9K Hold
217
– – ﹤0.01% 283
2023
Q3 		$12.7K Hold
217
– – ﹤0.01% 291
2023
Q2 		$8.57K Hold
217
– – ﹤0.01% 295
2023
Q1 		$8.38K Hold
217
– – ﹤0.01% 293
2022
Q4 		$7.56K Hold
217
– – ﹤0.01% 291
2022
Q3 		$5K Hold
217
– – ﹤0.01% 311
2022
Q2 		$4K Buy
+217
New +$2.97K ﹤0.01% 328
2022
Q1 		– Sell
-218
Closed -$5K – 387
2021
Q4 		$5K Buy
+218
New +$4.7K ﹤0.01% 319

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMH
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return