Psagot Value Holdings’s New Oriental EDU Stock Holding History

Psagot Value Holdings’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 Q4	–	Sell	-14	Closed	-$1K	–	552
2023 Q3	$1K	Buy	+14	New	+$734	﹤0.01%	490

Other funds holding EDU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Psagot Value Holdings's EDU Position: Q4 2023 in Review

Psagot Value Holdings sold out of New Oriental (EDU) in Q4 2023, closing a stake of 14 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in EDU in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 237 funds tracked by Wall St. Rank hold EDU as of Q4 2023.

Psagot Value Holdings reported no remaining New Oriental position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 14 New Oriental shares in Q4 2023, an estimated $1K.
Psagot Value Holdings first reported a position in New Oriental in Q3 2023 and held it in 1 quarter.
Psagot Value Holdings's New Oriental position peaked at $1K in Q3 2023.
237 funds tracked by Wall St. Rank held New Oriental as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.