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Oppenheimer Asset Management’s New Oriental EDU Stock Holding History

Oppenheimer Asset Management’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
-3,912
Closed -$297K – 1167
2024
Q3 		$297K Buy
+3,912
New +$268K ﹤0.01% 1011
2021
Q3 		– Sell
-19,279
Closed -$1.58M – 1203
2021
Q2 		$1.58M Buy
19,279
+5,681
+42% +$689K 0.02% 604
2021
Q1 		$1.9M Buy
13,598
+4,093
+43% +$715K 0.03% 524
2020
Q4 		$1.77M Buy
9,505
+56
+0.6% +$9.42K 0.03% 513
2020
Q3 		$1.41M Sell
9,449
-31
-0.3% -$4.48K 0.03% 517
2020
Q2 		$1.23M Buy
9,480
+1,281
+16% +$156K 0.03% 535
2020
Q1 		$887K Buy
8,199
+537
+7% +$68.9K 0.02% 590
2019
Q4 		$929K Sell
7,662
-542
-7% -$64.8K 0.02% 652
2019
Q3 		$908K Sell
8,204
-451
-5% -$47.2K 0.02% 639
2019
Q2 		$836K Sell
8,655
-332
-4% -$29.7K 0.02% 671
2019
Q1 		$810K Buy
8,987
+3,898
+77% +$294K 0.02% 659
2018
Q4 		$279K Buy
5,089
+866
+21% +$50.1K 0.01% 915
2018
Q3 		$313K Buy
4,223
+1,401
+50% +$116K 0.01% 952
2018
Q2 		$267K Buy
2,822
+81
+3% +$7.75K 0.01% 979
2018
Q1 		$240K Buy
+2,741
New +$255K 0.01% 1008

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oppenheimer Asset Management's EDU Position: Q4 2024 in Review

Oppenheimer Asset Management sold out of New Oriental (EDU) in Q4 2024, closing a stake of 3,912 shares — an estimated $297K sold.

Oppenheimer Asset Management first reported a position in EDU in Q1 2018 and held it in 15 quarters. The position peaked at $1.9M in Q1 2021. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

  • Oppenheimer Asset Management reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 3,912 New Oriental shares in Q4 2024, an estimated $297K.
  • Oppenheimer Asset Management first reported a position in New Oriental in Q1 2018 and held it in 15 quarters.
  • Oppenheimer Asset Management's New Oriental position peaked at $1.9M in Q1 2021.
  • 205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Oppenheimer Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.