NewEdge Wealth’s New Oriental EDU Stock Holding History

NewEdge Wealth’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	-2,647	Closed	-$201K	–	925
2024 Q3	$201K	Buy	+2,647	New	+$181K	﹤0.01%	844

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

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

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

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

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

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

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

NewEdge Wealth's EDU Position: Q4 2024 in Review

NewEdge Wealth sold out of New Oriental (EDU) in Q4 2024, closing a stake of 2,647 shares — an estimated $201K sold.

NewEdge Wealth first reported a position in EDU in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

NewEdge Wealth reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
NewEdge Wealth sold 2,647 New Oriental shares in Q4 2024, an estimated $201K.
NewEdge Wealth first reported a position in New Oriental in Q3 2024 and held it in 1 quarter.
NewEdge Wealth's New Oriental position peaked at $201K in Q3 2024.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on NewEdge Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.