NewSquare Capital’s New Oriental EDU Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-38	Closed	-$2.05K	–	479
2025 Q2	$2.05K	Buy	+38	New	+$1.8K	﹤0.01%	961
2020 Q2	–	Sell	-9,255	Closed	-$1M	–	392
2020 Q1	$1M	Buy	9,255 +3,735	+68%	+$480K	0.19%	96
2019 Q4	$669K	Buy	5,520 +640	+13%	+$76.5K	0.11%	95
2019 Q3	$541K	Buy	+4,880	New	+$511K	0.1%	98

Other funds holding EDU

FBIL

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

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

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

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

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

NewSquare Capital's EDU Position: Q3 2025 in Review

NewSquare Capital sold out of New Oriental (EDU) in Q3 2025, closing a stake of 38 shares — an estimated $2.05K sold.

NewSquare Capital first reported a position in EDU in Q3 2019 and held it in 4 quarters. The position peaked at $1M in Q1 2020. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2025.

NewSquare Capital reported no remaining New Oriental position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 38 New Oriental shares in Q3 2025, an estimated $2.05K.
NewSquare Capital first reported a position in New Oriental in Q3 2019 and held it in 4 quarters.
NewSquare Capital's New Oriental position peaked at $1M in Q1 2020.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.