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 New York $1.89T AUM 35.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Hartford Financial Management's EDU Position: Q3 2024 in Review

Hartford Financial Management sold out of New Oriental (EDU) in Q3 2024, closing a stake of 217 shares — an estimated $16.9K sold.

Hartford Financial Management first reported a position in EDU in Q4 2021 and held it in 10 quarters. The position peaked at $18.8K in Q1 2024. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

Hartford Financial Management reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
Hartford Financial Management sold 217 New Oriental shares in Q3 2024, an estimated $16.9K.
Hartford Financial Management first reported a position in New Oriental in Q4 2021 and held it in 10 quarters.
Hartford Financial Management's New Oriental position peaked at $18.8K in Q1 2024.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Hartford Financial Management's 13F filing for Q3 2024, filed 28 Oct 2024.