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Ovata Capital Management’s New Oriental EDU Stock Holding History

Ovata Capital 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
Q2 		– Sell
-5,500
Closed -$479K – 42
2024
Q1 		$479K Buy
+5,500
New +$467K 0.25% 33
2023
Q3 		– Sell
-115,326
Closed -$4.53M – 16
2023
Q2 		$4.53M Buy
+115,326
New +$4.61M 5.96% 4

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ovata Capital Management's EDU Position: Q2 2024 in Review

Ovata Capital Management sold out of New Oriental (EDU) in Q2 2024, closing a stake of 5,500 shares — an estimated $479K sold.

Ovata Capital Management first reported a position in EDU in Q2 2023 and held it in 2 quarters. The position peaked at $4.53M in Q2 2023. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • Ovata Capital Management reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • Ovata Capital Management sold 5,500 New Oriental shares in Q2 2024, an estimated $479K.
  • Ovata Capital Management first reported a position in New Oriental in Q2 2023 and held it in 2 quarters.
  • Ovata Capital Management's New Oriental position peaked at $4.53M in Q2 2023.
  • 230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Ovata Capital Management's 13F filing for Q2 2024, filed 5 Aug 2024.