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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

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 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

Summit Securities Group's EDU Position: Q2 2025 in Review

Summit Securities Group sold out of New Oriental (EDU) in Q2 2025, closing a stake of 2,839 shares — an estimated $136K sold.

Summit Securities Group first reported a position in EDU in Q2 2021 and held it in 3 quarters. The position peaked at $163K in Q2 2021. 167 funds tracked by Wall St. Rank hold EDU as of Q2 2025.

  • Summit Securities Group reported no remaining New Oriental position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,839 New Oriental shares in Q2 2025, an estimated $136K.
  • Summit Securities Group first reported a position in New Oriental in Q2 2021 and held it in 3 quarters.
  • Summit Securities Group's New Oriental position peaked at $163K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held New Oriental as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.