HighTower Advisors’s New Oriental EDU Stock Holding History

HighTower Advisors’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	-10,187	Closed	-$792K	–	3811
2024 Q2	$792K	Buy	10,187 +360	+4%	+$29.3K	﹤0.01%	1996
2024 Q1	$860K	Sell	9,827 -1,341	-12%	-$114K	﹤0.01%	1893
2023 Q4	$809K	Buy	+11,168	New	+$775K	﹤0.01%	1959
2021 Q4	–	Sell	-1,528	Closed	-$31K	–	3343
2021 Q3	$31K	Buy	+1,528	New	+$48.5K	﹤0.01%	2976
2021 Q1	–	Sell	-1,141	Closed	-$213K	–	3106
2020 Q4	$213K	Buy	+1,141	New	+$192K	﹤0.01%	2158
2020 Q1	–	Sell	-12,668	Closed	-$1.53M	–	2281
2019 Q4	$1.53M	Buy	12,668 +2,842	+29%	+$340K	0.01%	948
2019 Q3	$1.09M	Buy	9,826 +5,199	+112%	+$544K	0.01%	1143
2019 Q2	$448K	Buy	+4,627	New	+$414K	﹤0.01%	1566
2017 Q4	–	Sell	-7,139	Closed	-$633K	–	2305
2017 Q3	$633K	Buy	+7,139	New	+$582K	0.01%	1323

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

HighTower Advisors's EDU Position: Q3 2024 in Review

HighTower Advisors sold out of New Oriental (EDU) in Q3 2024, closing a stake of 10,187 shares — an estimated $792K sold.

HighTower Advisors first reported a position in EDU in Q3 2017 and held it in 9 quarters. The position peaked at $1.53M in Q4 2019. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

HighTower Advisors reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 10,187 New Oriental shares in Q3 2024, an estimated $792K.
HighTower Advisors first reported a position in New Oriental in Q3 2017 and held it in 9 quarters.
HighTower Advisors's New Oriental position peaked at $1.53M in Q4 2019.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.