Mercer Global Advisors
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Mercer Global Advisors’s New Oriental EDU Stock Holding History

Mercer Global Advisors’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
2024
Q4 		– Sell
-4,844
Closed -$374K – 2150
2024
Q3 		$374K Buy
+4,844
New +$332K ﹤0.01% 1508
2021
Q2 		– Sell
-1,484
Closed -$208K – 1689
2021
Q1 		$208K Buy
1,484
+317
+27% +$55.4K ﹤0.01% 1462
2020
Q4 		$217K Buy
+1,167
New +$196K ﹤0.01% 1210

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors's EDU Position: Q4 2024 in Review

Mercer Global Advisors sold out of New Oriental (EDU) in Q4 2024, closing a stake of 4,844 shares — an estimated $374K sold.

Mercer Global Advisors first reported a position in EDU in Q4 2020 and held it in 3 quarters. The position peaked at $374K in Q3 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

  • Mercer Global Advisors reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 4,844 New Oriental shares in Q4 2024, an estimated $374K.
  • Mercer Global Advisors first reported a position in New Oriental in Q4 2020 and held it in 3 quarters.
  • Mercer Global Advisors's New Oriental position peaked at $374K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.