Itau Unibanco Holding S.A.’s New Oriental EDU Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-3,130	Closed	-$272K	–	348
2024 Q1	$272K	Sell	3,130 -450	-13%	-$38.2K	0.01%	99
2023 Q4	$262K	Sell	3,580 -5,920	-62%	-$411K	0.01%	153
2023 Q3	$556K	Sell	9,500 -800	-8%	-$42K	0.02%	117
2023 Q2	$407K	Buy	10,300 +5,330	+107%	+$213K	0.02%	144
2023 Q1	$192K	Sell	4,970 -7,170	-59%	-$290K	0.01%	172
2022 Q4	$423K	Buy	+12,140	New	+$343K	0.02%	166

Other funds holding EDU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EDU Position: Q2 2024 in Review

Itau Unibanco Holding S.A. sold out of New Oriental (EDU) in Q2 2024, closing a stake of 3,130 shares — an estimated $272K sold.

Itau Unibanco Holding S.A. first reported a position in EDU in Q4 2022 and held it in 6 quarters. The position peaked at $556K in Q3 2023. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

Itau Unibanco Holding S.A. reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 3,130 New Oriental shares in Q2 2024, an estimated $272K.
Itau Unibanco Holding S.A. first reported a position in New Oriental in Q4 2022 and held it in 6 quarters.
Itau Unibanco Holding S.A.'s New Oriental position peaked at $556K in Q3 2023.
230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2024, filed 13 Aug 2024.