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Liontrust Investment Partners’s New Oriental EDU Stock Holding History

Liontrust Investment Partners’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 		– Sell
-3,300
Closed -$287K – 224
2024
Q1 		$287K Buy
3,300
+1,300
+65% +$110K ﹤0.01% 178
2023
Q4 		$147K Buy
+2,000
New +$139K ﹤0.01% 190

Other funds holding EDU

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liontrust Investment Partners's EDU Position: Q2 2024 in Review

Liontrust Investment Partners sold out of New Oriental (EDU) in Q2 2024, closing a stake of 3,300 shares — an estimated $287K sold.

Liontrust Investment Partners first reported a position in EDU in Q4 2023 and held it in 2 quarters. The position peaked at $287K in Q1 2024. 229 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • Liontrust Investment Partners reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • Liontrust Investment Partners sold 3,300 New Oriental shares in Q2 2024, an estimated $287K.
  • Liontrust Investment Partners first reported a position in New Oriental in Q4 2023 and held it in 2 quarters.
  • Liontrust Investment Partners's New Oriental position peaked at $287K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Liontrust Investment Partners's 13F filing for Q2 2024, filed 26 Jul 2024.