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

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

Personal CFO Solutions's EDU Position: Q3 2024 in Review

Personal CFO Solutions sold out of New Oriental (EDU) in Q3 2024, closing a stake of 3,269 shares — an estimated $254K sold.

Personal CFO Solutions first reported a position in EDU in Q3 2020 and held it in 7 quarters. The position peaked at $306K in Q4 2020. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

Personal CFO Solutions reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
Personal CFO Solutions sold 3,269 New Oriental shares in Q3 2024, an estimated $254K.
Personal CFO Solutions first reported a position in New Oriental in Q3 2020 and held it in 7 quarters.
Personal CFO Solutions's New Oriental position peaked at $306K in Q4 2020.
216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.