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Strategic Vision Investment’s New Oriental EDU Stock Holding History

Strategic Vision Investment’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
-173,300
Closed -$13.5M – 2
2024
Q2 		$13.5M Buy
173,300
+49,200
+40% +$4.01M 8.57% 5
2024
Q1 		$10.8M Buy
124,100
+18,200
+17% +$1.55M 4.62% 10
2023
Q4 		$7.76M Sell
105,900
-18,956
-15% -$1.32M 7.1% 4
2023
Q3 		$7.31M Sell
124,856
-333,644
-73% -$17.5M 7.06% 7
2023
Q2 		$18.1M Sell
458,500
-436,539
-49% -$17.5M 7.51% 3
2023
Q1 		$34.6M Sell
895,039
-62,891
-7% -$2.54M 8.3% 4
2022
Q4 		$33.4M Buy
+957,930
New +$27.1M 11.99% 4
2021
Q2 		– Sell
-3,146
Closed -$441K – 22
2021
Q1 		$441K Sell
3,146
-734,077
-100% -$128M 0.71% 11
2020
Q4 		$137M Buy
737,223
+25,502
+4% +$4.29M 47.26% 1
2020
Q3 		$106M Buy
711,721
+209,643
+42% +$30.3M 58.67% 1
2020
Q2 		$65.4M Sell
502,078
-283,844
-36% -$34.6M 33.72% 2
2020
Q1 		$85.1M Buy
785,922
+335,594
+75% +$43.1M 15.99% 3
2019
Q4 		$54.6M Sell
450,328
-70,172
-13% -$8.39M 44.77% 1
2019
Q3 		$57.6M Buy
520,500
+337,200
+184% +$35.3M 38.95% 1
2019
Q2 		$17.7M Buy
+183,300
New +$16.4M 7.86% 7
2018
Q1 		– Sell
-141,238
Closed -$13.3M – 12
2017
Q4 		$13.3M Buy
+141,238
New +$12.5M 13.46% 3

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Strategic Vision Investment's EDU Position: Q3 2024 in Review

Strategic Vision Investment sold out of New Oriental (EDU) in Q3 2024, closing a stake of 173,300 shares — an estimated $13.5M sold.

Strategic Vision Investment first reported a position in EDU in Q4 2017 and held it in 16 quarters. The position peaked at $137M in Q4 2020. 215 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

  • Strategic Vision Investment reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
  • Strategic Vision Investment sold 173,300 New Oriental shares in Q3 2024, an estimated $13.5M.
  • Strategic Vision Investment first reported a position in New Oriental in Q4 2017 and held it in 16 quarters.
  • Strategic Vision Investment's New Oriental position peaked at $137M in Q4 2020.
  • 215 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Strategic Vision Investment's 13F filing for Q3 2024.