Investment House LLC’s New Oriental EDU Stock Holding History

Investment House LLC’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
2025 Q4	–	Sell	-10,000	Closed	-$531K	–	223
2025 Q3	$531K	Buy	+10,000	New	+$494K	0.03%	177

Other funds holding EDU

FBIL

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

AMH

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment House LLC's EDU Position: Q4 2025 in Review

Investment House LLC sold out of New Oriental (EDU) in Q4 2025, closing a stake of 10,000 shares — an estimated $531K sold.

Investment House LLC first reported a position in EDU in Q3 2025 and held it in 1 quarter. The position peaked at $531K in Q3 2025. 166 funds tracked by Wall St. Rank hold EDU as of Q4 2025.

Investment House LLC reported no remaining New Oriental position as of Q4 2025 after selling out during the quarter.
Investment House LLC sold 10,000 New Oriental shares in Q4 2025, an estimated $531K.
Investment House LLC first reported a position in New Oriental in Q3 2025 and held it in 1 quarter.
Investment House LLC's New Oriental position peaked at $531K in Q3 2025.
166 funds tracked by Wall St. Rank held New Oriental as of Q4 2025.

Based on Investment House LLC's 13F filing for Q4 2025, filed 6 Feb 2026.