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Lindbrook Capital’s New Oriental EDU Stock Holding History

Lindbrook Capital’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 		$29.6K Sell
620
-63
-9% -$3.24K ﹤0.01% 1193
2024
Q4 		$43.8K Hold
683
– – ﹤0.01% 871
2024
Q3 		$51.8K Hold
683
– – ﹤0.01% 802
2024
Q2 		$53.1K Hold
683
– – 0.01% 772
2024
Q1 		$59.3K Hold
683
– – 0.01% 717
2023
Q4 		$50K Hold
683
– – 0.01% 754
2023
Q3 		$40K Hold
683
– – ﹤0.01% 763
2023
Q2 		$27K Sell
683
-23
-3% -$920 ﹤0.01% 942
2023
Q1 		$27.3K Hold
706
– – ﹤0.01% 931
2022
Q4 		$24.6K Sell
706
-49
-6% -$1.38K ﹤0.01% 965
2022
Q3 		$18K Buy
755
+555
+278% +$13.8K ﹤0.01% 1026
2022
Q2 		$4K Buy
200
+28
+16% +$384 ﹤0.01% 1634
2022
Q1 		$2K Sell
172
-995
-85% -$14.5K ﹤0.01% 1976
2021
Q4 		$24K Buy
1,167
+761
+187% +$16.4K ﹤0.01% 957
2021
Q3 		$8K Buy
406
+142
+54% +$4.51K ﹤0.01% 1075
2021
Q2 		$22K Hold
264
– – ﹤0.01% 746
2021
Q1 		$37K Buy
264
+41
+18% +$7.16K 0.01% 544
2020
Q4 		$41K Buy
223
+5
+2% +$841 0.01% 462
2020
Q3 		$33K Buy
218
+56
+35% +$8.09K 0.01% 457
2020
Q2 		$21K Sell
162
-53
-25% -$6.46K 0.01% 590
2020
Q1 		$23K Buy
215
+56
+35% +$7.19K 0.01% 500
2019
Q4 		$19K Buy
159
+20
+14% +$2.39K 0.01% 752
2019
Q3 		$15K Buy
139
+57
+70% +$5.97K 0.01% 786
2019
Q2 		$7K Hold
82
– – ﹤0.01% 978
2019
Q1 		$7K Buy
82
+63
+332% +$4.74K ﹤0.01% 986
2018
Q4 		$1K Buy
+19
New +$1.1K ﹤0.01% 1246

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Lindbrook Capital's EDU Position: Q1 2025 in Review

Lindbrook Capital reduced its New Oriental (EDU) stake by 9.2% in Q1 2025, selling an estimated $3.24K and leaving 620 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Lindbrook Capital first reported a position in EDU in Q4 2018 and has held it in 26 quarters since. The position peaked at $59.3K in Q1 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

  • Lindbrook Capital held 620 shares of New Oriental worth $29.6K as of Q1 2025.
  • Lindbrook Capital sold 63 New Oriental shares in Q1 2025, an estimated $3.24K.
  • New Oriental made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1193 holding.
  • Lindbrook Capital first reported a position in New Oriental in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's New Oriental position peaked at $59.3K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.