Michael Gelband’s New Oriental EDU Stock Holding History

Michael Gelband’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 Q3	–	Sell	-60,421	Closed	-$4.7M	–	1732
2024 Q2	$4.7M	Buy	+60,421	New	+$4.92M	0.03%	427
2024 Q1	–	Sell	-73,313	Closed	-$5.37M	–	1609
2023 Q4	$5.37M	Buy	73,313 +18,457	+34%	+$1.28M	0.04%	328
2023 Q3	$3.21M	Buy	54,856 +12,477	+29%	+$654K	0.03%	503
2023 Q2	$1.67M	Buy	+42,379	New	+$1.7M	0.01%	883
2023 Q1	–	Sell	-49,016	Closed	-$1.71M	–	1837
2022 Q4	$1.71M	Buy	49,016 +19,282	+65%	+$545K	0.02%	718
2022 Q3	$713K	Buy	+29,734	New	+$739K	0.01%	1241
2022 Q1	–	Sell	-5,821	Closed	-$122K	–	2304
2021 Q4	$122K	Buy	5,821 +621	+12%	+$13.4K	﹤0.01%	1922
2021 Q3	$107K	Buy	5,200 +3,440	+195%	+$109K	﹤0.01%	1896
2021 Q2	$144K	Buy	+1,760	New	+$214K	﹤0.01%	2068
2020 Q4	–	Sell	-10,349	Closed	-$1.55M	–	2053
2020 Q3	$1.55M	Buy	10,349 +5,696	+122%	+$823K	0.03%	491
2020 Q2	$606K	Buy	+4,653	New	+$567K	0.02%	979
2020 Q1	–	Sell	-2,311	Closed	-$280K	–	1208
2019 Q4	$280K	Sell	2,311 -7,695	-77%	-$920K	0.01%	1177
2019 Q3	$1.11M	Buy	10,006 +378	+4%	+$39.6K	0.04%	369
2019 Q2	$930K	Buy	+9,628	New	+$862K	0.04%	268

Other funds holding EDU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Michael Gelband's EDU Position: Q3 2024 in Review

Michael Gelband sold out of New Oriental (EDU) in Q3 2024, closing a stake of 60,421 shares — an estimated $4.7M sold.

Michael Gelband first reported a position in EDU in Q2 2019 and held it in 14 quarters. The position peaked at $5.37M in Q4 2023. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

Michael Gelband reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
Michael Gelband sold 60,421 New Oriental shares in Q3 2024, an estimated $4.7M.
Michael Gelband first reported a position in New Oriental in Q2 2019 and held it in 14 quarters.
Michael Gelband's New Oriental position peaked at $5.37M in Q4 2023.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on ExodusPoint Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.