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Raymond James Financial Services Advisors’s New Oriental EDU Stock Holding History

Raymond James Financial Services Advisors’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
-2,371
Closed -$206K – 3444
2024
Q1 		$206K Buy
+2,371
New +$201K ﹤0.01% 3082
2022
Q2 		– Sell
-2,186
Closed -$25K – 3305
2022
Q1 		$25K Sell
2,186
-348
-14% -$5.07K ﹤0.01% 3246
2021
Q4 		$53K Sell
2,534
-718
-22% -$15.5K ﹤0.01% 3182
2021
Q3 		$67K Sell
3,252
-2,636
-45% -$83.7K ﹤0.01% 3165
2021
Q2 		$482K Sell
5,888
-112
-2% -$13.6K ﹤0.01% 2393
2021
Q1 		$840K Buy
6,000
+70
+1% +$12.2K ﹤0.01% 1967
2020
Q4 		$1.1M Sell
5,930
-381
-6% -$64.1K ﹤0.01% 1640
2020
Q3 		$943K Buy
6,311
+76
+1% +$11K ﹤0.01% 1584
2020
Q2 		$812K Buy
6,235
+271
+5% +$33K ﹤0.01% 1611
2020
Q1 		$646K Sell
5,964
-1,991
-25% -$256K ﹤0.01% 1415
2019
Q4 		$965K Sell
7,955
-1,802
-18% -$215K ﹤0.01% 1562
2019
Q3 		$1.08M Buy
9,757
+2,424
+33% +$254K ﹤0.01% 1430
2019
Q2 		$708K Buy
7,333
+192
+3% +$17.2K ﹤0.01% 1696
2019
Q1 		$643K Buy
7,141
+2,551
+56% +$192K ﹤0.01% 1718
2018
Q4 		$252K Sell
4,590
-1,111
-19% -$64.3K ﹤0.01% 2116
2018
Q3 		$422K Sell
5,701
-2,463
-30% -$204K ﹤0.01% 2044
2018
Q2 		$773K Buy
8,164
+4,854
+147% +$464K ﹤0.01% 1592
2018
Q1 		$290K Buy
3,310
+59
+2% +$5.49K ﹤0.01% 2049
2017
Q4 		$306K Sell
3,251
-152
-4% -$13.5K ﹤0.01% 2009
2017
Q3 		$300K Sell
3,403
-182
-5% -$14.8K ﹤0.01% 2020
2017
Q2 		$253K Buy
3,585
+182
+5% +$12.5K ﹤0.01% 2066
2017
Q1 		$205K Buy
+3,403
New +$173K ﹤0.01% 2124

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 Financial Services Advisors's EDU Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of New Oriental (EDU) in Q2 2024, closing a stake of 2,371 shares — an estimated $206K sold.

Raymond James Financial Services Advisors first reported a position in EDU in Q1 2017 and held it in 22 quarters. The position peaked at $1.1M in Q4 2020. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 2,371 New Oriental shares in Q2 2024, an estimated $206K.
  • Raymond James Financial Services Advisors first reported a position in New Oriental in Q1 2017 and held it in 22 quarters.
  • Raymond James Financial Services Advisors's New Oriental position peaked at $1.1M in Q4 2020.
  • 230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.