Thornburg Investment Management’s New Oriental EDU Stock Holding History

Thornburg Investment Management’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	-9,527	Closed	-$455K	–	179
2025 Q1	$455K	Sell	9,527 -104,530	-92%	-$5.37M	0.01%	178
2024 Q4	$7.32M	Sell	114,057 -825,186	-88%	-$52.9M	0.1%	115
2024 Q3	$71.2M	Buy	939,243 +385,549	+70%	+$26.4M	0.93%	28
2024 Q2	$43.1M	Buy	553,694 +376,036	+212%	+$30.6M	0.61%	36
2024 Q1	$15.4M	Buy	+177,658	New	+$15.1M	0.22%	75
2014 Q4	–	Sell	-422,756	Closed	-$9.81M	–	308
2014 Q3	$9.81M	Buy	422,756 +78,813	+23%	+$1.76M	0.04%	242
2014 Q2	$9.14M	Buy	+343,943	New	+$8.87M	0.04%	240
2013 Q4	–	Sell	-330,100	Closed	-$8.22M	–	288
2013 Q3	$8.22M	Buy	+330,100	New	+$7.54M	0.03%	223

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Thornburg Investment Management's EDU Position: Q2 2025 in Review

Thornburg Investment Management sold out of New Oriental (EDU) in Q2 2025, closing a stake of 9,527 shares — an estimated $455K sold.

Thornburg Investment Management first reported a position in EDU in Q3 2013 and held it in 8 quarters. The position peaked at $71.2M in Q3 2024. 167 funds tracked by Wall St. Rank hold EDU as of Q2 2025.

Thornburg Investment Management reported no remaining New Oriental position as of Q2 2025 after selling out during the quarter.
Thornburg Investment Management sold 9,527 New Oriental shares in Q2 2025, an estimated $455K.
Thornburg Investment Management first reported a position in New Oriental in Q3 2013 and held it in 8 quarters.
Thornburg Investment Management's New Oriental position peaked at $71.2M in Q3 2024.
167 funds tracked by Wall St. Rank held New Oriental as of Q2 2025.

Based on Thornburg Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.