Marathon Trading Investment Management’s New Oriental EDU Stock Holding History

Marathon Trading Investment Management’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
2023 Q1	–	Sell	-10,600	Closed	-$369K	–	283
2022 Q4	$369K	Sell	10,600 -9,300	-47%	-$263K	0.05%	149
2022 Q3	$477K	Buy	+19,900	New	+$494K	0.05%	154
2022 Q2	–	Sell	-18,190	Closed	-$209K	–	305
2022 Q1	$209K	Sell	18,190 -4,690	-20%	-$68.3K	0.02%	246
2021 Q4	$480K	Buy	22,880 +5,880	+35%	+$127K	0.04%	157
2021 Q3	$349K	Sell	17,000 -4,060	-19%	-$129K	0.03%	250
2021 Q2	$1.73M	Buy	+21,060	New	+$2.56M	0.17%	88
2019 Q4	–	Sell	-25,000	Closed	-$2.77M	–	191
2019 Q3	$2.77M	Hold	25,000	–	–	0.49%	49
2019 Q2	$2.42M	Sell	25,000 -31,000	-55%	-$2.78M	0.22%	74
2019 Q1	$5.04M	Buy	56,000 +5,000	+10%	+$376K	0.59%	36
2018 Q4	$2.79M	Sell	51,000 -107,000	-68%	-$6.2M	0.16%	65
2018 Q3	$11.7M	Buy	+158,000	New	+$13.1M	0.93%	19
2016 Q1	–	Sell	-126,000	Closed	-$3.95M	–	171
2015 Q4	$3.95M	Hold	126,000	–	–	0.32%	46
2015 Q3	$2.55M	Buy	126,000 +1,000	+0.8%	+$21.4K	0.14%	92
2015 Q2	$3.06M	Buy	+125,000	New	+$3.1M	0.12%	122

Other funds holding EDU

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

KCMH

Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Marathon Trading Investment Management's EDU Position: Q1 2023 in Review

Marathon Trading Investment Management sold out of New Oriental (EDU) in Q1 2023, closing a stake of 4,462 shares — an estimated $155K sold.

Marathon Trading Investment Management first reported a position in EDU in Q2 2015 and held it in 9 quarters. The position peaked at $3.46M in Q3 2021. 177 funds tracked by Wall St. Rank hold EDU as of Q1 2023.

Marathon Trading Investment Management reported no remaining New Oriental position as of Q1 2023 after selling out during the quarter.
Marathon Trading Investment Management sold 4,462 New Oriental shares in Q1 2023, an estimated $155K.
Marathon Trading Investment Management first reported a position in New Oriental in Q2 2015 and held it in 9 quarters.
Marathon Trading Investment Management's New Oriental position peaked at $3.46M in Q3 2021.
177 funds tracked by Wall St. Rank held New Oriental as of Q1 2023.

Based on Marathon Trading Investment Management's 13F filing for Q1 2023, filed 12 May 2023.