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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
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