NewEdge Advisors’s New Oriental EDU Stock Holding History

NewEdge 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
2025 Q1	–	Sell	-9	Closed	-$578	–	4014
2024 Q4	$578	Sell	9 -34	-79%	-$2.18K	﹤0.01%	3642
2024 Q3	$3.26K	Sell	43 -9,797	-100%	-$671K	﹤0.01%	3291
2024 Q2	$765K	Buy	9,840 +3,111	+46%	+$253K	0.01%	1191
2024 Q1	$584K	Buy	6,729 +2,225	+49%	+$189K	0.01%	1251
2023 Q4	$325K	Sell	4,504 -2,875	-39%	-$199K	﹤0.01%	1509
2023 Q3	$432K	Sell	7,379 -11,910	-62%	-$625K	﹤0.01%	1237
2023 Q2	$762K	Buy	19,289 +32	+0.2%	+$1.28K	0.01%	996
2023 Q1	$744K	Buy	19,257 +14,942	+346%	+$604K	0.01%	924
2022 Q4	$9.4K	Sell	4,315 -21,530	-83%	-$608K	﹤0.01%	2391
2022 Q3	$619K	Buy	+25,845	New	+$642K	0.01%	867

Other funds holding EDU

AMH

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

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

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

NewEdge Advisors's EDU Position: Q1 2025 in Review

NewEdge Advisors sold out of New Oriental (EDU) in Q1 2025, closing a stake of 9 shares — an estimated $578 sold.

NewEdge Advisors first reported a position in EDU in Q3 2022 and held it in 10 quarters. The position peaked at $765K in Q2 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

NewEdge Advisors reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 9 New Oriental shares in Q1 2025, an estimated $578.
NewEdge Advisors first reported a position in New Oriental in Q3 2022 and held it in 10 quarters.
NewEdge Advisors's New Oriental position peaked at $765K in Q2 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.