Marshall Wace’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 | $5.54M | Buy |
97,913
+33,131
| +51% | +$1.89M | 0.01% | 1255 |
|
|
2025
Q4 | $3.56M | Buy |
64,782
+52,392
| +423% | +$2.87M | ﹤0.01% | 1308 |
|
|
2025
Q3 | $658K | Buy |
+12,390
| New | +$611K | ﹤0.01% | 2125 |
|
|
2025
Q2 | – | Sell |
-136,187
| Closed | -$6.51M | – | 2820 |
|
|
2025
Q1 | $6.51M | Sell |
136,187
-38,530
| -22% | -$1.98M | 0.01% | 949 |
|
|
2024
Q4 | $11.2M | Buy |
174,717
+21,815
| +14% | +$1.4M | 0.01% | 756 |
|
|
2024
Q3 | $11.6M | Buy |
152,902
+62,746
| +70% | +$4.3M | 0.01% | 710 |
|
|
2024
Q2 | $7.01M | Sell |
90,156
-262,556
| -74% | -$21.4M | 0.01% | 869 |
|
|
2024
Q1 | $30.6M | Sell |
352,712
-511,101
| -59% | -$43.4M | 0.05% | 370 |
|
|
2023
Q4 | $63.3M | Buy |
863,813
+78,197
| +10% | +$5.42M | 0.11% | 190 |
|
|
2023
Q3 | $46M | Sell |
785,616
-407,688
| -34% | -$21.4M | 0.09% | 224 |
|
|
2023
Q2 | $47.1M | Sell |
1,193,304
-120,374
| -9% | -$4.82M | 0.09% | 231 |
|
|
2023
Q1 | $50.7M | Buy |
1,313,678
+29,555
| +2% | +$1.19M | 0.11% | 208 |
|
|
2022
Q4 | $44.7M | Buy |
+1,284,123
| New | +$36.3M | 0.1% | 220 |
|
|
2022
Q2 | – | Sell |
-874,390
| Closed | -$10.1M | – | 3521 |
|
|
2022
Q1 | $10.1M | Buy |
874,390
+293,623
| +51% | +$4.27M | 0.02% | 873 |
|
|
2021
Q4 | $12.2M | Buy |
580,767
+536,830
| +1,222% | +$11.6M | 0.02% | 730 |
|
|
2021
Q3 | $901K | Buy |
+43,937
| New | +$1.39M | ﹤0.01% | 2082 |
|
|
2021
Q2 | – | Sell |
-3,665
| Closed | -$513K | – | 2745 |
|
|
2021
Q1 | $513K | Sell |
3,665
-62,427
| -94% | -$10.9M | ﹤0.01% | 1930 |
|
|
2020
Q4 | $12.3M | Buy |
66,092
+61,690
| +1,401% | +$10.4M | 0.07% | 292 |
|
|
2020
Q3 | $658K | Buy |
+4,402
| New | +$636K | ﹤0.01% | 1161 |
|
|
2020
Q2 | – | Sell |
-79,036
| Closed | -$8.55M | – | 1644 |
|
|
2020
Q1 | $8.55M | Buy |
79,036
+66,736
| +543% | +$8.57M | 0.09% | 245 |
|
|
2019
Q4 | $1.49M | Buy |
+12,300
| New | +$1.47M | 0.01% | 886 |
|
|
2019
Q1 | – | Sell |
-113,295
| Closed | -$6.21M | – | 1801 |
|
|
2018
Q4 | $6.21M | Buy |
113,295
+5,920
| +6% | +$343K | 0.06% | 389 |
|
|
2018
Q3 | $7.95M | Sell |
107,375
-70,229
| -40% | -$5.82M | 0.07% | 353 |
|
|
2018
Q2 | $16.8M | Buy |
+177,604
| New | +$17M | 0.25% | 117 |
|
|
2017
Q1 | – | Sell |
-264,679
| Closed | -$11.1M | – | 424 |
|
|
2016
Q4 | $11.1M | Buy |
+264,679
| New | +$12.5M | 0.07% | 307 |
|
|
2016
Q2 | – | Sell |
-46,065
| Closed | -$1.59M | – | 1026 |
|
|
2016
Q1 | $1.59M | Buy |
+46,065
| New | +$1.44M | 0.02% | 611 |
|
Other funds holding EDU
FBIL
AMH
DG
Marshall Wace's EDU Position: Q1 2026 in Review
Marshall Wace increased its New Oriental (EDU) stake by 51% in Q1 2026, buying an estimated $1.89M and bringing the position to 97,913 shares worth $5.54M. The position accounts for 0.01% of the portfolio, ranked #1255.
Marshall Wace first reported a position in EDU in Q1 2016 and has held it in 26 quarters since. The position peaked at $63.3M in Q4 2023. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.
- Marshall Wace held 97,913 shares of New Oriental worth $5.54M as of Q1 2026.
- Marshall Wace bought 33,131 New Oriental shares in Q1 2026, an estimated $1.89M.
- New Oriental made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1255 holding.
- Marshall Wace first reported a position in New Oriental in Q1 2016 and has held it in 26 quarters since.
- Marshall Wace's New Oriental position peaked at $63.3M in Q4 2023.
- 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.