Ray Dalio
EDU icon

Ray Dalio’s New Oriental EDU Stock Holding History

Ray Dalio’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 		– Sell
-36,368
Closed -$1.44M – 763
2023
Q2 		$1.44M Sell
36,368
-868,857
-96% -$34.8M 0.01% 519
2023
Q1 		$35M Sell
905,225
-313,641
-26% -$12.7M 0.21% 93
2022
Q4 		$42.4M Sell
1,218,866
-62,183
-5% -$1.76M 0.23% 88
2022
Q3 		$30.7M Sell
1,281,049
-79,655
-6% -$1.98M 0.16% 117
2022
Q2 		$27.7M Buy
1,360,704
+740,601
+119% +$10.1M 0.12% 159
2022
Q1 		$7.13M Buy
620,103
+203,592
+49% +$2.96M 0.03% 374
2021
Q4 		$8.75M Buy
416,511
+81,990
+25% +$1.77M 0.05% 211
2021
Q3 		$6.86M Buy
334,521
+130,479
+64% +$4.14M 0.04% 250
2021
Q2 		$16.7M Sell
204,042
-3,948
-2% -$479K 0.11% 149
2021
Q1 		$29.1M Sell
207,990
-72,872
-26% -$12.7M 0.26% 84
2020
Q4 		$52.2M Sell
280,862
-2,355
-0.8% -$396K 0.45% 39
2020
Q3 		$42.3M Buy
283,217
+89,663
+46% +$13M 0.51% 30
2020
Q2 		$25.2M Buy
193,554
+142,189
+277% +$17.3M 0.42% 21
2020
Q1 		$5.56M Sell
51,365
-4,054
-7% -$520K 0.11% 53
2019
Q4 		$6.72M Buy
55,419
+2,389
+5% +$286K 0.07% 79
2019
Q3 		$5.87M Buy
53,030
+4,218
+9% +$442K 0.05% 128
2019
Q2 		$4.71M Buy
48,812
+34,396
+239% +$3.08M 0.04% 155
2019
Q1 		$1.3M Buy
14,416
+204
+1% +$15.4K 0.01% 237
2018
Q4 		$779K Buy
14,212
+656
+5% +$38K 0.01% 362
2018
Q3 		$1M Hold
13,556
– – 0.01% 224
2018
Q2 		$1.28M Buy
+13,556
New +$1.3M 0.01% 226

Other funds holding EDU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 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 $231M AUM 29.07% 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 $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's EDU Position: Q3 2023 in Review

Ray Dalio sold out of New Oriental (EDU) in Q3 2023, closing a stake of 36,368 shares — an estimated $1.44M sold.

Ray Dalio first reported a position in EDU in Q2 2018 and held it in 21 quarters. The position peaked at $52.2M in Q4 2020. 190 funds tracked by Wall St. Rank hold EDU as of Q3 2023.

  • Ray Dalio reported no remaining New Oriental position as of Q3 2023 after selling out during the quarter.
  • Ray Dalio sold 36,368 New Oriental shares in Q3 2023, an estimated $1.44M.
  • Ray Dalio first reported a position in New Oriental in Q2 2018 and held it in 21 quarters.
  • Ray Dalio's New Oriental position peaked at $52.2M in Q4 2020.
  • 190 funds tracked by Wall St. Rank held New Oriental as of Q3 2023.

Based on Bridgewater Associates's 13F filing for Q3 2023, filed 13 Nov 2023.