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Inspire Investing’s New Oriental EDU Stock Holding History

Inspire Investing’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
Q1 		– Sell
-10,578
Closed -$775K – 816
2023
Q4 		$775K Buy
+10,578
New +$734K 0.09% 257
2020
Q2 		– Sell
-169
Closed -$18K – 571
2020
Q1 		$18K Buy
+169
New +$21.7K 0.01% 642

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Inspire Investing's EDU Position: Q1 2024 in Review

Inspire Investing sold out of New Oriental (EDU) in Q1 2024, closing a stake of 10,578 shares — an estimated $775K sold.

Inspire Investing first reported a position in EDU in Q1 2020 and held it in 2 quarters. The position peaked at $775K in Q4 2023. 256 funds tracked by Wall St. Rank hold EDU as of Q1 2024.

  • Inspire Investing reported no remaining New Oriental position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 10,578 New Oriental shares in Q1 2024, an estimated $775K.
  • Inspire Investing first reported a position in New Oriental in Q1 2020 and held it in 2 quarters.
  • Inspire Investing's New Oriental position peaked at $775K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held New Oriental as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.