Mackenzie Financial’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.8M | Buy |
472,618
+429,413
| +994% | +$24.5M | 0.03% | 350 |
|
|
2025
Q4 | $2.4M | Sell |
43,205
-24,532
| -36% | -$1.34M | ﹤0.01% | 805 |
|
|
2025
Q3 | $3.59M | Buy |
67,737
+29,562
| +77% | +$1.46M | ﹤0.01% | 694 |
|
|
2025
Q2 | $2.06M | Buy |
+38,175
| New | +$1.81M | ﹤0.01% | 798 |
|
|
2021
Q3 | – | Sell |
-1,020,791
| Closed | -$83.6M | – | 1442 |
|
|
2021
Q2 | $83.6M | Buy |
1,020,791
+281,897
| +38% | +$34.2M | 0.12% | 181 |
|
|
2021
Q1 | $103M | Buy |
738,894
+133,602
| +22% | +$23.3M | 0.16% | 144 |
|
|
2020
Q4 | $112M | Sell |
605,292
-1,154
| -0.2% | -$194K | 0.24% | 121 |
|
|
2020
Q3 | $90.7M | Sell |
606,446
-190
| -0% | -$27.4K | 0.23% | 122 |
|
|
2020
Q2 | $79M | Buy |
606,636
+60,535
| +11% | +$7.38M | 0.21% | 130 |
|
|
2020
Q1 | $59.1M | Buy |
546,101
+31,327
| +6% | +$4.02M | 0.19% | 131 |
|
|
2019
Q4 | $62.4M | Buy |
514,774
+209,746
| +69% | +$25.1M | 0.15% | 150 |
|
|
2019
Q3 | $33.8M | Sell |
305,028
-101
| -0% | -$10.6K | 0.09% | 196 |
|
|
2019
Q2 | $29.5M | Buy |
305,129
+201
| +0.1% | +$18K | 0.08% | 209 |
|
|
2019
Q1 | $27.5M | Buy |
304,928
+20,200
| +7% | +$1.52M | 0.07% | 236 |
|
|
2018
Q4 | $15.6M | Sell |
284,728
-222,737
| -44% | -$12.9M | 0.04% | 297 |
|
|
2018
Q3 | $37.6M | Buy |
507,465
+47,400
| +10% | +$3.93M | 0.09% | 189 |
|
|
2018
Q2 | $43.5M | Buy |
460,065
+23,977
| +5% | +$2.29M | 0.11% | 180 |
|
|
2018
Q1 | $38.2M | Buy |
436,088
+146,569
| +51% | +$13.6M | 0.1% | 180 |
|
|
2017
Q4 | $27.2M | Buy |
289,519
+286,952
| +11,178% | +$25.5M | 0.07% | 226 |
|
|
2017
Q3 | $227K | Buy |
+2,567
| New | +$209K | ﹤0.01% | 589 |
|
|
2017
Q1 | – | Sell |
-7,750
| Closed | -$326K | – | 654 |
|
|
2016
Q4 | $326K | Sell |
7,750
-8,350
| -52% | -$393K | ﹤0.01% | 552 |
|
|
2016
Q3 | $746K | Buy |
+16,100
| New | +$699K | ﹤0.01% | 453 |
|
Other funds holding EDU
FBIL
AMH
DG
