Prelude Capital Management’s New Oriental EDU Stock Holding History

Prelude 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
2023 Q1	–	Sell	-11,000	Closed	-$383K	–	1260
2022 Q4	$383K	Sell	11,000 -200	-2%	-$5.65K	0.02%	689
2022 Q3	$268K	Sell	11,200 -300	-3%	-$7.45K	0.01%	926
2022 Q2	$234K	Sell	11,500 -9,720	-46%	-$133K	0.01%	1205
2022 Q1	$244K	Buy	21,220 +19,920	+1,532%	+$290K	0.01%	1171
2021 Q4	$27K	Sell	1,300 -20	-2%	-$432	﹤0.01%	1819
2021 Q3	$27K	Sell	1,320 -7,300	-85%	-$232K	﹤0.01%	1586
2021 Q2	$706K	Buy	+8,620	New	+$1.05M	0.02%	781
2019 Q2	–	Sell	-45,000	Closed	-$4.05M	–	1782
2019 Q1	$4.05M	Hold	45,000	–	–	0.23%	76
2018 Q4	$2.47M	Buy	45,000 +25,700	+133%	+$1.49M	0.17%	134
2018 Q3	$1.43M	Buy	+19,300	New	+$1.6M	0.08%	275

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Prelude Capital Management's EDU Position: Q1 2025 in Review

Prelude Capital Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 23,080 shares — an estimated $1.48M sold.

Prelude Capital Management first reported a position in EDU in Q2 2013 and held it in 32 quarters. The position peaked at $12.4M in Q4 2023. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Prelude Capital Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Prelude Capital Management sold 23,080 New Oriental shares in Q1 2025, an estimated $1.48M.
Prelude Capital Management first reported a position in New Oriental in Q2 2013 and held it in 32 quarters.
Prelude Capital Management's New Oriental position peaked at $12.4M in Q4 2023.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Prelude Capital Management's 13F filing for Q1 2025, filed 15 May 2025.