IvyRock Asset Management (HK)’s New Oriental EDU Stock Holding History

IvyRock Asset Management (HK)’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 Q3	–	Sell	-42,790	Closed	-$2.31M	–	23
2025 Q2	$2.31M	Hold	42,790	–	–	1.07%	6
2025 Q1	$2.05M	Sell	42,790 -65,210	-60%	-$3.35M	0.96%	6
2024 Q4	$6.93M	Sell	108,000 -7,500	-6%	-$481K	3.06%	9
2024 Q3	$8.76M	Buy	+115,500	New	+$7.91M	3.84%	8
2022 Q3	–	Sell	-557,897	Closed	-$11.4M	–	14
2022 Q2	$11.4M	Hold	557,897	–	–	7.18%	6
2022 Q1	$6.42M	Hold	557,897	–	–	4.64%	6
2021 Q4	$11.7M	Buy	557,897 +20,000	+4%	+$432K	13.41%	4
2021 Q3	$11M	Buy	537,897 +400,000	+290%	+$12.7M	10.45%	5
2021 Q2	$11.3M	Hold	137,897	–	–	5.82%	6
2021 Q1	$19.3M	Sell	137,897 -118,157	-46%	-$20.6M	12.56%	3
2020 Q4	$47.6M	Buy	+256,054	New	+$43.1M	29.29%	1

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

IvyRock Asset Management (HK)'s EDU Position: Q3 2025 in Review

IvyRock Asset Management (HK) sold out of New Oriental (EDU) in Q3 2025, closing a stake of 42,790 shares — an estimated $2.31M sold.

IvyRock Asset Management (HK) first reported a position in EDU in Q4 2020 and held it in 11 quarters. The position peaked at $47.6M in Q4 2020. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2025.

IvyRock Asset Management (HK) reported no remaining New Oriental position as of Q3 2025 after selling out during the quarter.
IvyRock Asset Management (HK) sold 42,790 New Oriental shares in Q3 2025, an estimated $2.31M.
IvyRock Asset Management (HK) first reported a position in New Oriental in Q4 2020 and held it in 11 quarters.
IvyRock Asset Management (HK)'s New Oriental position peaked at $47.6M in Q4 2020.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2025.

Based on IvyRock Asset Management (HK)'s 13F filing for Q3 2025, filed 12 Nov 2025.