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IFP Advisors’s New Oriental EDU Stock Holding History

IFP 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
2023
Q4 		– Sell
-180
Closed -$10.5K – 3120
2023
Q3 		$10.5K Buy
+180
New +$9.44K ﹤0.01% 2236
2019
Q1 		– Sell
-101
Closed -$6K – 2627
2018
Q4 		$6K Sell
101
-24
-19% -$1.39K ﹤0.01% 2752
2018
Q3 		$9K Buy
125
+76
+155% +$6.3K ﹤0.01% 2897
2018
Q2 		$5K Sell
49
-91
-65% -$8.71K ﹤0.01% 3240
2018
Q1 		$13K Hold
140
– – ﹤0.01% 2626
2017
Q4 		$13K Sell
140
-15
-10% -$1.33K ﹤0.01% 2662
2017
Q3 		$14K Buy
155
+106
+216% +$8.64K ﹤0.01% 2821
2017
Q2 		$3K Hold
49
– – ﹤0.01% 3598
2017
Q1 		$3K Hold
49
– – ﹤0.01% 3510
2016
Q4 		$2K Hold
49
– – ﹤0.01% 3629
2016
Q3 		$2K Buy
+49
New +$2.13K ﹤0.01% 3565
2016
Q1 		– Sell
-500
Closed -$16K – 2632
2015
Q4 		$16K Buy
+500
New +$14.1K ﹤0.01% 2287

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

IFP Advisors's EDU Position: Q4 2023 in Review

IFP Advisors sold out of New Oriental (EDU) in Q4 2023, closing a stake of 180 shares — an estimated $10.5K sold.

IFP Advisors first reported a position in EDU in Q4 2015 and held it in 12 quarters. The position peaked at $16K in Q4 2015. 237 funds tracked by Wall St. Rank hold EDU as of Q4 2023.

  • IFP Advisors reported no remaining New Oriental position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 180 New Oriental shares in Q4 2023, an estimated $10.5K.
  • IFP Advisors first reported a position in New Oriental in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's New Oriental position peaked at $16K in Q4 2015.
  • 237 funds tracked by Wall St. Rank held New Oriental as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.