Shilanski & Associates’s New Oriental EDU Stock Holding History

Shilanski & 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 Q4	–	Sell	-4,037	Closed	-$306K	–	106
2024 Q3	$306K	Buy	+4,037	New	+$277K	0.1%	76
2021 Q2	–	Sell	-1,227	Closed	-$172K	–	117
2021 Q1	$172K	Buy	1,227 +16	+1%	+$2.79K	0.09%	103
2020 Q4	$225K	Buy	+1,211	New	+$204K	0.14%	86

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shilanski & Associates's EDU Position: Q4 2024 in Review

Shilanski & Associates sold out of New Oriental (EDU) in Q4 2024, closing a stake of 4,037 shares — an estimated $306K sold.

Shilanski & Associates first reported a position in EDU in Q4 2020 and held it in 3 quarters. The position peaked at $306K in Q3 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Shilanski & Associates reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Shilanski & Associates sold 4,037 New Oriental shares in Q4 2024, an estimated $306K.
Shilanski & Associates first reported a position in New Oriental in Q4 2020 and held it in 3 quarters.
Shilanski & Associates's New Oriental position peaked at $306K in Q3 2024.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Shilanski & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.