ORG Partners’s New Oriental EDU Stock Holding History

ORG 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 Q3	–	Sell	-73	Closed	-$5.77K	–	1222
2024 Q2	$5.77K	Sell	73 -10	-12%	-$815	﹤0.01%	1360
2024 Q1	$7.26K	Buy	83 +35	+73%	+$2.97K	0.01%	309
2023 Q4	$3.52K	Sell	48 -31	-39%	-$2.15K	﹤0.01%	893
2023 Q3	$4.63K	Sell	79 -52	-40%	-$2.73K	﹤0.01%	966
2023 Q2	$4.9K	Buy	+131	New	+$5.24K	﹤0.01%	1075

Other funds holding EDU

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

AMH

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

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

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

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

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

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

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

ORG Partners's EDU Position: Q3 2024 in Review

ORG Partners sold out of New Oriental (EDU) in Q3 2024, closing a stake of 73 shares — an estimated $5.77K sold.

ORG Partners first reported a position in EDU in Q2 2023 and held it in 5 quarters. The position peaked at $7.26K in Q1 2024. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

ORG Partners reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 73 New Oriental shares in Q3 2024, an estimated $5.77K.
ORG Partners first reported a position in New Oriental in Q2 2023 and held it in 5 quarters.
ORG Partners's New Oriental position peaked at $7.26K in Q1 2024.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.