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Raymond James & Associates’s New Oriental EDU Stock Holding History

Raymond James & Associates’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
2024
Q2 		– Sell
-6,383
Closed -$554K – 4003
2024
Q1 		$554K Buy
+6,383
New +$542K ﹤0.01% 3002
2021
Q4 		– Sell
-1,064
Closed -$22K – 4178
2021
Q3 		$22K Sell
1,064
-20,416
-95% -$648K ﹤0.01% 3998
2021
Q2 		$1.76M Buy
21,480
+5,821
+37% +$706K ﹤0.01% 2183
2021
Q1 		$2.19M Sell
15,659
-9,238
-37% -$1.61M ﹤0.01% 1950
2020
Q4 		$4.63M Buy
24,897
+3,283
+15% +$553K 0.01% 1384
2020
Q3 		$3.23M Buy
21,614
+1,362
+7% +$197K ﹤0.01% 1465
2020
Q2 		$2.64M Buy
20,252
+476
+2% +$58K ﹤0.01% 1563
2020
Q1 		$2.14M Sell
19,776
-3,014
-13% -$387K ﹤0.01% 1518
2019
Q4 		$2.76M Buy
22,790
+1,864
+9% +$223K ﹤0.01% 1629
2019
Q3 		$2.32M Buy
20,926
+18,349
+712% +$1.92M ﹤0.01% 1685
2019
Q2 		$249K Sell
2,577
-2,140
-45% -$192K ﹤0.01% 3113
2019
Q1 		$425K Buy
+4,717
New +$355K ﹤0.01% 2771
2018
Q4 		– Sell
-3,520
Closed -$261K – 3586
2018
Q3 		$261K Buy
+3,520
New +$292K ﹤0.01% 3126

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Raymond James & Associates's EDU Position: Q2 2024 in Review

Raymond James & Associates sold out of New Oriental (EDU) in Q2 2024, closing a stake of 6,383 shares — an estimated $554K sold.

Raymond James & Associates first reported a position in EDU in Q3 2018 and held it in 13 quarters. The position peaked at $4.63M in Q4 2020. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • Raymond James & Associates reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • Raymond James & Associates sold 6,383 New Oriental shares in Q2 2024, an estimated $554K.
  • Raymond James & Associates first reported a position in New Oriental in Q3 2018 and held it in 13 quarters.
  • Raymond James & Associates's New Oriental position peaked at $4.63M in Q4 2020.
  • 230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Raymond James & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.