RWM
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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 $6.9B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return