QIM
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Quantitative Investment Management’s New Oriental EDU Stock Holding History

Quantitative Investment 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
-4,053
Closed -$260K – 373
2024
Q4 		$260K Buy
4,053
+607
+18% +$38.9K 0.02% 299
2024
Q3 		$261K Sell
3,446
-1,014
-23% -$69.5K 0.03% 289
2024
Q2 		$346K Buy
+4,460
New +$363K 0.04% 266
2024
Q1 		– Sell
-23,942
Closed -$1.75M – 281
2023
Q4 		$1.75M Buy
+23,942
New +$1.66M 0.1% 206
2022
Q1 		– Sell
-30,217
Closed -$634K – 235
2021
Q4 		$634K Sell
30,217
-61,726
-67% -$1.33M 0.09% 158
2021
Q3 		$1.88M Buy
91,943
+60,024
+188% +$1.91M 0.17% 124
2021
Q2 		$2.61M Buy
31,919
+27,908
+696% +$3.39M 0.24% 99
2021
Q1 		$561K Buy
+4,011
New +$701K 0.05% 313
2020
Q4 		– Sell
-19,280
Closed -$2.88M – 492
2020
Q3 		$2.88M Sell
19,280
-30,119
-61% -$4.35M 0.25% 78
2020
Q2 		$6.43M Buy
49,399
+37,364
+310% +$4.55M 0.66% 25
2020
Q1 		$1.3M Sell
12,035
-4,036
-25% -$518K 0.14% 177
2019
Q4 		$1.95M Buy
+16,071
New +$1.92M 0.06% 319
2019
Q1 		– Sell
-77,200
Closed -$4.23M – 694
2018
Q4 		$4.23M Buy
+77,200
New +$4.47M 0.22% 96
2018
Q3 		– Sell
-11,100
Closed -$1.05M – 696
2018
Q2 		$1.05M Buy
+11,100
New +$1.06M 0.02% 490
2017
Q2 		– Sell
-127,200
Closed -$7.68M – 743
2017
Q1 		$7.68M Buy
+127,200
New +$6.45M 0.12% 240
2016
Q4 		– Sell
-90,600
Closed -$4.2M – 830
2016
Q3 		$4.2M Buy
90,600
+58,100
+179% +$2.52M 0.14% 179
2016
Q2 		$1.36M Sell
32,500
-24,500
-43% -$967K 0.06% 365
2016
Q1 		$1.97M Buy
57,000
+40,800
+252% +$1.27M 0.1% 261
2015
Q4 		$508K Sell
16,200
-2,300
-12% -$64.8K 0.03% 499
2015
Q3 		$373K Buy
+18,500
New +$396K 0.03% 504
2013
Q3 		– Sell
-16,400
Closed -$363K – 560
2013
Q2 		$363K Buy
+16,400
New +$323K 0.06% 301

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Quantitative Investment Management's EDU Position: Q1 2025 in Review

Quantitative Investment Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 4,053 shares — an estimated $260K sold.

Quantitative Investment Management first reported a position in EDU in Q2 2013 and held it in 21 quarters. The position peaked at $7.68M in Q1 2017. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

  • Quantitative Investment Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
  • Quantitative Investment Management sold 4,053 New Oriental shares in Q1 2025, an estimated $260K.
  • Quantitative Investment Management first reported a position in New Oriental in Q2 2013 and held it in 21 quarters.
  • Quantitative Investment Management's New Oriental position peaked at $7.68M in Q1 2017.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Quantitative Investment Management's 13F filing for Q1 2025, filed 14 May 2025.