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QP Wealth Management’s New Oriental EDU Stock Holding History

QP Wealth 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
Q3 		$328K Buy
+5,605
New +$294K 0.57% 47
2020
Q1 		– Sell
-1,873
Closed -$231K – 71
2019
Q4 		$231K Buy
+1,873
New +$224K 0.28% 76

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QP Wealth Management's EDU Position: Q3 2023 in Review

QP Wealth Management opened a new position in New Oriental (EDU) in Q3 2023: 5,605 shares worth $328K. The stake represents 0.57% of the portfolio and ranks #47 among its holdings. This is a return to the name: QP Wealth Management previously reported a position in EDU as recently as Q4 2019.

QP Wealth Management first reported a position in EDU in Q4 2019 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold EDU as of Q3 2023.

  • QP Wealth Management held 5,605 shares of New Oriental worth $328K as of Q3 2023.
  • New Oriental was a new QP Wealth Management position in Q3 2023.
  • New Oriental made up 0.57% of QP Wealth Management's portfolio in Q3 2023, its #47 holding.
  • QP Wealth Management first reported a position in New Oriental in Q4 2019 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held New Oriental as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.