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RWC Asset Advisors’s New Oriental EDU Stock Holding History

RWC Asset 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
-111,954
Closed -$9.72M – 20
2024
Q1 		$9.72M Buy
+111,954
New +$9.5M 0.76% 16
2021
Q2 		– Sell
-633,862
Closed -$88.7M – 17
2021
Q1 		$88.7M Sell
633,862
-158,778
-20% -$27.7M 7.41% 7
2020
Q4 		$147M Buy
792,640
+319,494
+68% +$53.8M 8.3% 6
2020
Q3 		$70.7M Buy
+473,146
New +$68.4M 4.47% 9
2018
Q4 		– Sell
-417,608
Closed -$30.9M – 18
2018
Q3 		$30.9M Buy
+417,608
New +$34.6M 8.01% 6

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $1.39B AUM 273.03% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RWC Asset Advisors's EDU Position: Q2 2024 in Review

RWC Asset Advisors sold out of New Oriental (EDU) in Q2 2024, closing a stake of 111,954 shares — an estimated $9.72M sold.

RWC Asset Advisors first reported a position in EDU in Q3 2018 and held it in 5 quarters. The position peaked at $147M in Q4 2020. 229 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • RWC Asset Advisors reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • RWC Asset Advisors sold 111,954 New Oriental shares in Q2 2024, an estimated $9.72M.
  • RWC Asset Advisors first reported a position in New Oriental in Q3 2018 and held it in 5 quarters.
  • RWC Asset Advisors's New Oriental position peaked at $147M in Q4 2020.
  • 229 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on RWC Asset Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.