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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
2021
Q3 		– Sell
-20
Closed -$164K – 746
2021
Q2 		$164K Buy
+20
New +$2.43K 0.01% 664

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Bank of America
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Goldman Sachs
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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.