Massachusetts Financial Services
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Massachusetts Financial Services’s New Oriental EDU Stock Holding History

Massachusetts Financial Services’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 		– Sell
-57,767
Closed -$3.27M – 1022
2026
Q1 		$3.27M Hold
57,767
– – ﹤0.01% 783
2025
Q4 		$3.18M Buy
57,767
+95
+0.2% +$5.21K ﹤0.01% 763
2025
Q3 		$3.06M Buy
57,672
+5,799
+11% +$286K ﹤0.01% 732
2025
Q2 		$2.8M Buy
51,873
+5,082
+11% +$241K ﹤0.01% 744
2025
Q1 		$2.24M Buy
46,791
+18,579
+66% +$955K ﹤0.01% 746
2024
Q4 		$1.81M Sell
28,212
-71,646
-72% -$4.59M ﹤0.01% 770
2024
Q3 		$7.57M Buy
99,858
+11,423
+13% +$782K ﹤0.01% 654
2024
Q2 		$6.87M Buy
88,435
+9,658
+12% +$787K ﹤0.01% 663
2024
Q1 		$6.84M Sell
78,777
-18
-0% -$1.53K ﹤0.01% 649
2023
Q4 		$5.77M Sell
78,795
-8,333
-10% -$578K ﹤0.01% 658
2023
Q3 		$5.1M Sell
87,128
-12,562
-13% -$659K ﹤0.01% 658
2023
Q2 		$3.94M Buy
99,690
+17,534
+21% +$701K ﹤0.01% 659
2023
Q1 		$3.17M Buy
82,156
+17,140
+26% +$693K ﹤0.01% 674
2022
Q4 		$2.26M Sell
65,016
-633,803
-91% -$17.9M ﹤0.01% 718
2022
Q3 		$16.8M Sell
698,819
-5,412
-0.8% -$134K 0.01% 573
2022
Q2 		$14.3M Sell
704,231
-21,006
-3% -$288K ﹤0.01% 582
2022
Q1 		$8.34M Buy
725,237
+22,588
+3% +$329K ﹤0.01% 653
2021
Q4 		$14.8M Buy
702,649
+27,603
+4% +$596K ﹤0.01% 629
2021
Q3 		$13.8M Buy
675,046
+59,508
+10% +$1.89M ﹤0.01% 649
2021
Q2 		$50.4M Buy
615,538
+46,269
+8% +$5.62M 0.01% 505
2021
Q1 		$79.7M Buy
+569,269
New +$99.4M 0.02% 416

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Massachusetts Financial Services's EDU Position: Q2 2026 in Review

Massachusetts Financial Services sold out of New Oriental (EDU) in Q2 2026, closing a stake of 57,767 shares — an estimated $3.27M sold.

Massachusetts Financial Services first reported a position in EDU in Q1 2021 and held it in 21 quarters. The position peaked at $79.7M in Q1 2021. 119 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Massachusetts Financial Services reported no remaining New Oriental position as of Q2 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 57,767 New Oriental shares in Q2 2026, an estimated $3.27M.
  • Massachusetts Financial Services first reported a position in New Oriental in Q1 2021 and held it in 21 quarters.
  • Massachusetts Financial Services's New Oriental position peaked at $79.7M in Q1 2021.
  • 119 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.