Stifel Financial
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Stifel Financial’s New Oriental EDU Stock Holding History

Stifel Financial’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
Q3 		– Sell
-10,902
Closed -$847K – 3390
2024
Q2 		$847K Sell
10,902
-779
-7% -$63.5K ﹤0.01% 2276
2024
Q1 		$1.01M Sell
11,681
-894
-7% -$75.9K ﹤0.01% 2179
2023
Q4 		$921K Sell
12,575
-1,018
-7% -$70.6K ﹤0.01% 2192
2023
Q3 		$796K Sell
13,593
-1,774
-12% -$93K ﹤0.01% 2201
2023
Q2 		$607K Sell
15,367
-13,167
-46% -$527K ﹤0.01% 2401
2023
Q1 		$1.1M Buy
+28,534
New +$1.15M ﹤0.01% 1984
2021
Q4 		– Sell
-2,551
Closed -$52K – 3389
2021
Q3 		$52K Sell
2,551
-45,416
-95% -$1.44M ﹤0.01% 3278
2021
Q2 		$3.93M Buy
47,967
+12,428
+35% +$1.51M 0.01% 1150
2021
Q1 		$4.97M Buy
35,539
+6,011
+20% +$1.05M 0.01% 969
2020
Q4 		$5.49M Buy
29,528
+1,633
+6% +$275K 0.01% 841
2020
Q3 		$4.17M Sell
27,895
-1,102
-4% -$159K 0.01% 856
2020
Q2 		$3.78M Sell
28,997
-191
-0.7% -$23.3K 0.01% 842
2020
Q1 		$3.15M Sell
29,188
-9,734
-25% -$1.25M 0.01% 841
2019
Q4 		$4.71M Sell
38,922
-684
-2% -$81.8K 0.01% 911
2019
Q3 		$4.39M Sell
39,606
-840
-2% -$87.9K 0.01% 883
2019
Q2 		$3.91M Buy
40,446
+12,482
+45% +$1.12M 0.01% 961
2019
Q1 		$2.52M Buy
27,964
+1,416
+5% +$107K 0.01% 1121
2018
Q4 		$1.46M Sell
26,548
-23,223
-47% -$1.34M ﹤0.01% 1324
2018
Q3 		$3.69M Buy
49,771
+47,507
+2,098% +$3.94M 0.01% 968
2018
Q2 		$218K Buy
+2,264
New +$217K ﹤0.01% 2504
2014
Q3 		– Sell
-15,430
Closed -$410K – 2246
2014
Q2 		$410K Buy
+15,430
New +$398K ﹤0.01% 1612

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Stifel Financial's EDU Position: Q3 2024 in Review

Stifel Financial sold out of New Oriental (EDU) in Q3 2024, closing a stake of 10,902 shares — an estimated $847K sold.

Stifel Financial first reported a position in EDU in Q2 2014 and held it in 21 quarters. The position peaked at $5.49M in Q4 2020. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

  • Stifel Financial reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 10,902 New Oriental shares in Q3 2024, an estimated $847K.
  • Stifel Financial first reported a position in New Oriental in Q2 2014 and held it in 21 quarters.
  • Stifel Financial's New Oriental position peaked at $5.49M in Q4 2020.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.