Janney Montgomery Scott
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Janney Montgomery Scott’s New Oriental EDU Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-9,380
Closed -$448K – 2736
2025
Q1 		$448K Buy
+9,380
New +$482K ﹤0.01% 2058
2024
Q2 		– Sell
-10,669
Closed -$926K – 2654
2024
Q1 		$926K Sell
10,669
-2,678
-20% -$227K ﹤0.01% 1569
2023
Q4 		$978K Sell
13,347
-209
-2% -$14.5K ﹤0.01% 1460
2023
Q3 		$794K Sell
13,556
-175
-1% -$9.18K ﹤0.01% 1462
2023
Q2 		$542K Sell
13,731
-318
-2% -$12.7K ﹤0.01% 1801
2023
Q1 		$542K Buy
+14,049
New +$568K ﹤0.01% 1673
2021
Q2 		– Sell
-1,221
Closed -$171K – 2256
2021
Q1 		$171K Sell
1,221
-491
-29% -$85.8K ﹤0.01% 2071
2020
Q4 		$318K Buy
1,712
+130
+8% +$21.9K ﹤0.01% 1850
2020
Q3 		$237K Buy
+1,582
New +$229K ﹤0.01% 1824
2020
Q1 		– Sell
-2,274
Closed -$276K – 1934
2019
Q4 		$276K Buy
2,274
+7
+0.3% +$837 ﹤0.01% 1757
2019
Q3 		$251K Buy
2,267
+59
+3% +$6.18K ﹤0.01% 1779
2019
Q2 		$213K Sell
2,208
-224
-9% -$20.1K ﹤0.01% 1869
2019
Q1 		$219K Buy
+2,432
New +$183K ﹤0.01% 1817
2018
Q3 		– Sell
-7,711
Closed -$730K – 2077
2018
Q2 		$730K Buy
+7,711
New +$738K 0.01% 1170

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Janney Montgomery Scott's EDU Position: Q2 2025 in Review

Janney Montgomery Scott sold out of New Oriental (EDU) in Q2 2025, closing a stake of 9,380 shares — an estimated $448K sold.

Janney Montgomery Scott first reported a position in EDU in Q2 2018 and held it in 14 quarters. The position peaked at $978K in Q4 2023. 167 funds tracked by Wall St. Rank hold EDU as of Q2 2025.

  • Janney Montgomery Scott reported no remaining New Oriental position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,380 New Oriental shares in Q2 2025, an estimated $448K.
  • Janney Montgomery Scott first reported a position in New Oriental in Q2 2018 and held it in 14 quarters.
  • Janney Montgomery Scott's New Oriental position peaked at $978K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held New Oriental as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.