Keystone Investors’s New Oriental EDU Stock Holding History

Keystone Investors’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 Q1	–	Sell	-9,949	Closed	-$639K	–	64
2024 Q4	$639K	Sell	9,949 -97,773	-91%	-$6.27M	0.04%	64
2024 Q3	$8.17M	Sell	107,722 -1,018,466	-90%	-$69.8M	0.6%	20
2024 Q2	$87.5M	Buy	1,126,188 +20,147	+2%	+$1.64M	7.37%	4
2024 Q1	$96M	Sell	1,106,041 -323,474	-23%	-$27.5M	8.34%	4
2023 Q4	$105M	Buy	1,429,515 +15,842	+1%	+$1.1M	8.83%	6
2023 Q3	$82.8M	Sell	1,413,673 -314,886	-18%	-$16.5M	9.85%	3
2023 Q2	$68.3M	Buy	1,728,559 +260,810	+18%	+$10.4M	11.84%	3
2023 Q1	$56.7M	Buy	1,467,749 +1,306,099	+808%	+$52.8M	11.34%	3
2022 Q4	$5.63M	Buy	+161,650	New	+$4.57M	2.69%	12

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Keystone Investors's EDU Position: Q1 2025 in Review

Keystone Investors sold out of New Oriental (EDU) in Q1 2025, closing a stake of 9,949 shares — an estimated $639K sold.

Keystone Investors first reported a position in EDU in Q4 2022 and held it in 9 quarters. The position peaked at $105M in Q4 2023. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Keystone Investors reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Keystone Investors sold 9,949 New Oriental shares in Q1 2025, an estimated $639K.
Keystone Investors first reported a position in New Oriental in Q4 2022 and held it in 9 quarters.
Keystone Investors's New Oriental position peaked at $105M in Q4 2023.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Keystone Investors's 13F filing for Q1 2025, filed 12 May 2025.