Steward Partners Investment Advisory’s New Oriental EDU Stock Holding History

Steward Partners Investment Advisory’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	-33	Closed	-$2.12K	–	4049
2024 Q4	$2.12K	Buy	+33	New	+$2.12K	﹤0.01%	3619
2020 Q1	–	Sell	-65	Closed	-$7K	–	2539
2019 Q4	$7K	Sell	65 -103	-61%	-$12.3K	﹤0.01%	2137
2019 Q3	$18K	Hold	168	–	–	﹤0.01%	1757
2019 Q2	$16K	Buy	+168	New	+$15K	﹤0.01%	1780
2018 Q4	–	Sell	-168	Closed	-$12K	–	1124
2018 Q3	$12K	Buy	+168	New	+$13.9K	﹤0.01%	1795

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

Steward Partners Investment Advisory's EDU Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of New Oriental (EDU) in Q1 2025, closing a stake of 33 shares — an estimated $2.12K sold.

Steward Partners Investment Advisory first reported a position in EDU in Q3 2018 and held it in 5 quarters. The position peaked at $18K in Q3 2019. 168 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Steward Partners Investment Advisory reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 33 New Oriental shares in Q1 2025, an estimated $2.12K.
Steward Partners Investment Advisory first reported a position in New Oriental in Q3 2018 and held it in 5 quarters.
Steward Partners Investment Advisory's New Oriental position peaked at $18K in Q3 2019.
168 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.