Josh Resnick’s New Oriental EDU Stock Holding History

Josh Resnick’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
2023 Q1	–	Sell	-608,000	Closed	-$21.2M	–	30
2022 Q4	$21.2M	Buy	+608,000	New	+$17.2M	1.57%	18
2018 Q2	–	Sell	-535,282	Closed	-$46.9M	–	24
2018 Q1	$46.9M	Sell	535,282 -629,846	-54%	-$58.6M	2.57%	20
2017 Q4	$110M	Buy	1,165,128 +828,128	+246%	+$73.5M	5.72%	5
2017 Q3	$29.7M	Buy	+337,000	New	+$27.5M	1.69%	23
2017 Q2	–	Sell	-732,000	Closed	-$44.2M	–	37
2017 Q1	$44.2M	Buy	+732,000	New	+$37.1M	3.08%	19

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

GAMH

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

KCMH

Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 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

FFM

FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return

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

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Josh Resnick's EDU Position: Q1 2023 in Review

Josh Resnick sold out of New Oriental (EDU) in Q1 2023, closing a stake of 608,000 shares — an estimated $21.2M sold.

Josh Resnick first reported a position in EDU in Q1 2017 and held it in 5 quarters. The position peaked at $110M in Q4 2017. 177 funds tracked by Wall St. Rank hold EDU as of Q1 2023.

Josh Resnick reported no remaining New Oriental position as of Q1 2023 after selling out during the quarter.
Josh Resnick sold 608,000 New Oriental shares in Q1 2023, an estimated $21.2M.
Josh Resnick first reported a position in New Oriental in Q1 2017 and held it in 5 quarters.
Josh Resnick's New Oriental position peaked at $110M in Q4 2017.
177 funds tracked by Wall St. Rank held New Oriental as of Q1 2023.

Based on Jericho Capital Asset Management's 13F filing for Q1 2023, filed 15 May 2023.