Old Well Partners’s New Oriental EDU Stock Holding History

Old Well Partners’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 Q2	–	Sell	-39,600	Closed	-$3.44M	–	35
2024 Q1	$3.44M	Sell	39,600 -14,200	-26%	-$1.21M	2.9%	13
2023 Q4	$3.94M	Sell	53,800 -4,200	-7%	-$291K	3.48%	9
2023 Q3	$3.4M	Buy	+58,000	New	+$3.04M	2.82%	16
2021 Q2	–	Sell	-53,981	Closed	-$7.56M	–	42
2021 Q1	$7.56M	Buy	53,981 +11,560	+27%	+$2.02M	3.73%	11
2020 Q4	$7.88M	Buy	+42,421	New	+$7.14M	4.06%	12

Other funds holding EDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trivest Advisors Hong Kong $1.39B AUM 273.03% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Old Well Partners's EDU Position: Q2 2024 in Review

Old Well Partners sold out of New Oriental (EDU) in Q2 2024, closing a stake of 39,600 shares — an estimated $3.44M sold.

Old Well Partners first reported a position in EDU in Q4 2020 and held it in 5 quarters. The position peaked at $7.88M in Q4 2020. 229 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

Old Well Partners reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
Old Well Partners sold 39,600 New Oriental shares in Q2 2024, an estimated $3.44M.
Old Well Partners first reported a position in New Oriental in Q4 2020 and held it in 5 quarters.
Old Well Partners's New Oriental position peaked at $7.88M in Q4 2020.
229 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Old Well Partners's 13F filing for Q2 2024, filed 14 Aug 2024.