PCS
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Personal CFO Solutions’s New Oriental EDU Stock Holding History

Personal CFO Solutions’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
-3,269
Closed -$254K – 572
2024
Q2 		$254K Sell
3,269
-12
-0.4% -$978 0.04% 437
2024
Q1 		$285K Sell
3,281
-3
-0.1% -$255 0.04% 411
2023
Q4 		$241K Sell
3,284
-135
-4% -$9.37K 0.04% 436
2023
Q3 		$200K Buy
+3,419
New +$179K 0.04% 437
2021
Q2 		– Sell
-1,733
Closed -$243K – 450
2021
Q1 		$243K Buy
1,733
+88
+5% +$15.4K 0.05% 325
2020
Q4 		$306K Buy
1,645
+84
+5% +$14.1K 0.08% 240
2020
Q3 		$0 Buy
+1,561
New +$226K ﹤0.01% 193

Other funds holding EDU

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AMH
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return