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Principal Securities’s New Oriental EDU Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1
Closed -$53 – 1936
2025
Q3 		$53 Sell
1
-5
-83% -$247 ﹤0.01% 3719
2025
Q2 		$324 Sell
6
-23
-79% -$1.09K ﹤0.01% 3550
2025
Q1 		$1.86K Hold
29
– – ﹤0.01% 3065
2024
Q4 		$1.86K Buy
29
+15
+107% +$961 ﹤0.01% 3059
2024
Q3 		$1.06K Buy
14
+3
+27% +$205 ﹤0.01% 3123
2024
Q2 		$855 Hold
11
– – ﹤0.01% 3101
2024
Q1 		$955 Sell
11
-66
-86% -$5.6K ﹤0.01% 3052
2023
Q4 		$5.64K Buy
+77
New +$5.34K ﹤0.01% 2486

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's EDU Position: Q4 2025 in Review

Principal Securities sold out of New Oriental (EDU) in Q4 2025, closing a stake of 1 share — an estimated $53 sold.

Principal Securities first reported a position in EDU in Q4 2023 and held it in 8 quarters. The position peaked at $5.64K in Q4 2023. 165 funds tracked by Wall St. Rank hold EDU as of Q4 2025.

  • Principal Securities reported no remaining New Oriental position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1 New Oriental share in Q4 2025, an estimated $53.
  • Principal Securities first reported a position in New Oriental in Q4 2023 and held it in 8 quarters.
  • Principal Securities's New Oriental position peaked at $5.64K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held New Oriental as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.