QRG Capital Management’s New Oriental EDU Stock Holding History

QRG 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
2025 Q1	–	Sell	-3,774	Closed	-$242K	–	1106
2024 Q4	$242K	Buy	3,774 +15	+0.4%	+$961	﹤0.01%	982
2024 Q3	$285K	Buy	3,759 +93	+3%	+$6.37K	﹤0.01%	926
2024 Q2	$285K	Buy	3,666 +254	+7%	+$20.7K	﹤0.01%	892
2024 Q1	$296K	Sell	3,412 -284	-8%	-$24.1K	﹤0.01%	897
2023 Q4	$271K	Buy	+3,696	New	+$256K	﹤0.01%	906

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

QRG Capital Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 3,774 shares — an estimated $242K sold.

QRG Capital Management first reported a position in EDU in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q1 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

QRG Capital Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
QRG Capital Management sold 3,774 New Oriental shares in Q1 2025, an estimated $242K.
QRG Capital Management first reported a position in New Oriental in Q4 2023 and held it in 5 quarters.
QRG Capital Management's New Oriental position peaked at $296K in Q1 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on QRG Capital Management's 13F filing for Q1 2025, filed 17 Apr 2025.