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EDU icon

TOBAM’s New Oriental EDU Stock Holding History

TOBAM’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
Q2 		– Sell
-2,157
Closed -$187K – 344
2024
Q1 		$187K Sell
2,157
-52,144
-96% -$4.43M 0.02% 244
2023
Q4 		$3.98M Buy
+54,301
New +$3.77M 0.35% 54
2022
Q3 		– Sell
-67,005
Closed -$1.36M – 442
2022
Q2 		$1.36M Sell
67,005
-29,731
-31% -$407K 0.09% 115
2022
Q1 		$1.11M Hold
96,736
– – 0.06% 137
2021
Q4 		$2.03M Sell
96,736
-24,666
-20% -$532K 0.09% 107
2021
Q3 		$2.49M Buy
121,402
+119,490
+6,249% +$3.79M 0.11% 100
2021
Q2 		$157K Buy
+1,912
New +$232K 0.01% 211
2018
Q4 		– Sell
-124,267
Closed -$9.2M – 162
2018
Q3 		$9.2M Sell
124,267
-131,096
-51% -$10.9M 0.39% 67
2018
Q2 		$24.2M Sell
255,363
-69,924
-21% -$6.69M 1% 35
2018
Q1 		$28.5M Sell
325,287
-5,827
-2% -$542K 1.17% 28
2017
Q4 		$31.1M Sell
331,114
-138,318
-29% -$12.3M 1.35% 24
2017
Q3 		$41.4M Sell
469,432
-131,269
-22% -$10.7M 1.57% 21
2017
Q2 		$42.3M Sell
600,701
-192,016
-24% -$13.2M 1.58% 23
2017
Q1 		$47.9M Buy
792,717
+51,440
+7% +$2.61M 1.85% 17
2016
Q4 		$31.2M Sell
741,277
-63,196
-8% -$2.98M 1.27% 30
2016
Q3 		$37.3M Buy
804,473
+723,068
+888% +$31.4M 1.34% 32
2016
Q2 		$3.41M Buy
+81,405
New +$3.21M 0.14% 85

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TOBAM's EDU Position: Q2 2024 in Review

TOBAM sold out of New Oriental (EDU) in Q2 2024, closing a stake of 2,157 shares — an estimated $187K sold.

TOBAM first reported a position in EDU in Q2 2016 and held it in 17 quarters. The position peaked at $47.9M in Q1 2017. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • TOBAM reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • TOBAM sold 2,157 New Oriental shares in Q2 2024, an estimated $187K.
  • TOBAM first reported a position in New Oriental in Q2 2016 and held it in 17 quarters.
  • TOBAM's New Oriental position peaked at $47.9M in Q1 2017.
  • 230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on TOBAM's 13F filing for Q2 2024, filed 29 Jul 2024.