Ritholtz Wealth Management’s New Oriental EDU Stock Holding History

Ritholtz Wealth 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	-9,441	Closed	-$606K	–	944
2024 Q4	$606K	Sell	9,441 -3,597	-28%	-$231K	0.02%	511
2024 Q3	$989K	Sell	13,038 -2,961	-19%	-$203K	0.03%	370
2024 Q2	$1.24M	Sell	15,999 -953	-6%	-$77.6K	0.04%	298
2024 Q1	$1.47M	Buy	16,952 +1,731	+11%	+$147K	0.05%	257
2023 Q4	$1.12M	Buy	15,221 +1,729	+13%	+$120K	0.04%	289
2023 Q3	$790K	Buy	+13,492	New	+$708K	0.04%	341
2021 Q2	–	Sell	-2,074	Closed	-$290K	–	541
2021 Q1	$290K	Sell	2,074 -190	-8%	-$33.2K	0.02%	313
2020 Q4	$421K	Sell	2,264 -199	-8%	-$33.5K	0.04%	191
2020 Q3	$368K	Buy	2,463 +458	+23%	+$66.2K	0.04%	174
2020 Q2	$261K	Buy	+2,005	New	+$244K	0.03%	194

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

Ritholtz Wealth Management's EDU Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 9,441 shares — an estimated $606K sold.

Ritholtz Wealth Management first reported a position in EDU in Q2 2020 and held it in 10 quarters. The position peaked at $1.47M in Q1 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Ritholtz Wealth Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 9,441 New Oriental shares in Q1 2025, an estimated $606K.
Ritholtz Wealth Management first reported a position in New Oriental in Q2 2020 and held it in 10 quarters.
Ritholtz Wealth Management's New Oriental position peaked at $1.47M in Q1 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

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