HSBC Holdings’s New Oriental EDU Stock Holding History

HSBC Holdings’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
2023 Q4	–	Sell	-49	Closed	-$2.87K	–	2768
2023 Q3	$2.87K	Buy	+49	New	+$2.57K	﹤0.01%	2698
2019 Q2	–	Sell	-35,000	Closed	-$3.15M	–	2724
2019 Q1	$3.15M	Sell	35,000 -8,600	-20%	-$648K	0.01%	1305
2018 Q4	$2.39M	Sell	43,600 -106,709	-71%	-$6.18M	﹤0.01%	1431
2018 Q3	$11M	Buy	150,309 +128,809	+599%	+$10.7M	0.02%	810
2018 Q2	$2.04M	Buy	+21,500	New	+$2.06M	﹤0.01%	1494

Other funds holding EDU

FBIL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings's EDU Position: Q1 2026 in Review

HSBC Holdings reduced its New Oriental (EDU) stake by 13% in Q1 2026, selling an estimated $190K and leaving 23,114 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

HSBC Holdings first reported a position in EDU in Q2 2013 and has held it in 50 quarters since. The position peaked at $250M in Q4 2019. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

HSBC Holdings held 23,114 shares of New Oriental worth $1.29M as of Q1 2026.
HSBC Holdings sold 3,319 New Oriental shares in Q1 2026, an estimated $190K.
New Oriental made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1735 holding.
HSBC Holdings first reported a position in New Oriental in Q2 2013 and has held it in 50 quarters since.
HSBC Holdings's New Oriental position peaked at $250M in Q4 2019.
179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.