Janiczek Wealth Management’s New Oriental EDU Stock Holding History

Janiczek Wealth Management’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	$3.81K	Hold	49	–	–	﹤0.01%	772
2024 Q1	$4.25K	Hold	49	–	–	﹤0.01%	780
2023 Q4	$3.59K	Hold	49	–	–	﹤0.01%	789
2023 Q3	$2.87K	Hold	49	–	–	﹤0.01%	789
2023 Q2	$1.94K	Hold	49	–	–	﹤0.01%	771
2023 Q1	$1.84K	Hold	49	–	–	﹤0.01%	778
2022 Q4	$1.97K	Hold	49	–	–	﹤0.01%	778
2022 Q3	$1K	Sell	49 -68	-58%	-$1.69K	﹤0.01%	827
2022 Q2	$3K	Buy	+117	New	+$1.6K	﹤0.01%	729
2022 Q1	–	Sell	-2,842	Closed	-$60K	–	982
2021 Q4	$60K	Buy	2,842 +1,021	+56%	+$22K	0.02%	276
2021 Q3	$37K	Buy	1,821 +1,495	+459%	+$47.5K	0.01%	339
2021 Q2	$27K	Hold	326	–	–	0.01%	369
2021 Q1	$46K	Buy	326 +69	+27%	+$12.1K	0.02%	249
2020 Q4	$48K	Buy	257 +105	+69%	+$17.7K	0.02%	207
2020 Q3	$23K	Buy	152 +32	+27%	+$4.62K	0.01%	149
2020 Q2	$16K	Buy	+120	New	+$14.6K	0.01%	125

Other funds holding EDU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 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

Trivest Advisors Hong Kong $1.39B AUM 273.03% 1-Year Est. Return

GAMH

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

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janiczek Wealth Management's EDU Position: Q2 2024 in Review

Janiczek Wealth Management held its New Oriental (EDU) position steady in Q2 2024 at 49 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Janiczek Wealth Management first reported a position in EDU in Q2 2020 and has held it in 16 quarters since. The position peaked at $60K in Q4 2021. 229 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

Janiczek Wealth Management held 49 shares of New Oriental worth $3.81K as of Q2 2024.
Janiczek Wealth Management left its New Oriental share count unchanged in Q2 2024.
New Oriental made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #772 holding.
Janiczek Wealth Management first reported a position in New Oriental in Q2 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's New Oriental position peaked at $60K in Q4 2021.
229 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.