Mackenzie Financial
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Mackenzie Financial’s New Oriental EDU Stock Holding History

Mackenzie Financial’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
2026
Q2 		$16.1M Sell
350,003
-122,615
-26% -$6.23M 0.02% 499
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
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Mackenzie Financial's EDU Position: Q2 2026 in Review

Mackenzie Financial reduced its New Oriental (EDU) stake by 26% in Q2 2026, selling an estimated $6.23M and leaving 350,003 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #499.

Mackenzie Financial first reported a position in EDU in Q3 2016 and has held it in 23 quarters since. The position peaked at $112M in Q4 2020. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Mackenzie Financial held 350,003 shares of New Oriental worth $16.1M as of Q2 2026.
  • Mackenzie Financial sold 122,615 New Oriental shares in Q2 2026, an estimated $6.23M.
  • New Oriental made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #499 holding.
  • Mackenzie Financial first reported a position in New Oriental in Q3 2016 and has held it in 23 quarters since.
  • Mackenzie Financial's New Oriental position peaked at $112M in Q4 2020.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.