SSG
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Summit Securities Group’s New Oriental EDU Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-2,839
Closed -$136K – 1168
2025
Q1 		$136K Buy
+2,839
New +$146K 0.02% 204
2023
Q1 		– Sell
-1,662
Closed -$58K – 935
2022
Q4 		$58K Buy
+1,662
New +$47K ﹤0.01% 690
2021
Q3 		– Sell
-1,995
Closed -$163K – 745
2021
Q2 		$163K Buy
+1,995
New +$242K 0.01% 665

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AMH
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Renaissance Technologies
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Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 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