SimplyRich’s New Oriental EDU Stock Holding History

SimplyRich’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	-5,023	Closed	-$322K	–	218
2024 Q4	$322K	Buy	+5,023	New	+$322K	0.09%	172

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SimplyRich's EDU Position: Q1 2025 in Review

SimplyRich sold out of New Oriental (EDU) in Q1 2025, closing a stake of 5,023 shares — an estimated $322K sold.

SimplyRich first reported a position in EDU in Q4 2024 and held it in 1 quarter. The position peaked at $322K in Q4 2024. 168 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

SimplyRich reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
SimplyRich sold 5,023 New Oriental shares in Q1 2025, an estimated $322K.
SimplyRich first reported a position in New Oriental in Q4 2024 and held it in 1 quarter.
SimplyRich's New Oriental position peaked at $322K in Q4 2024.
168 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on SimplyRich's 13F filing for Q1 2025, filed 9 May 2025.