Polymer Capital Management (HK)’s New Oriental EDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.94M Sell
110,183
-116,521
-51% -$6.29M 0.9% 33
2025
Q1
$10.8M Buy
226,704
+143,704
+173% +$6.87M 1.85% 19
2024
Q4
$5.33M Buy
83,000
+16,900
+26% +$1.08M 0.92% 25
2024
Q3
$5.01M Sell
66,100
-101,247
-61% -$7.68M 1.16% 26
2024
Q2
$13M Buy
167,347
+97,741
+140% +$7.6M 2.63% 8
2024
Q1
$6.04M Sell
69,606
-85,698
-55% -$7.44M 1.52% 16
2023
Q4
$11.4M Buy
+155,304
New +$11.4M 3.93% 3