Trivest Advisors’s New Oriental EDU Stock Holding History

Trivest Advisors’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 Q4	–	Sell	-1,734,100	Closed	-$132M	–	50
2024 Q3	$132M	Sell	1,734,100 -616,200	-26%	-$42.2M	7.47%	5
2024 Q2	$183M	Buy	2,350,300 +1,698,300	+260%	+$138M	9.47%	5
2024 Q1	$56.6M	Buy	+652,000	New	+$55.4M	1.99%	13
2021 Q1	–	Sell	-797,500	Closed	-$148M	–	20
2020 Q4	$148M	Buy	+797,500	New	+$134M	14.88%	2
2020 Q2	–	Sell	-516,000	Closed	-$55.9M	–	11
2020 Q1	$55.9M	Sell	516,000 -209,000	-29%	-$26.8M	11.27%	4
2019 Q4	$87.9M	Buy	+725,000	New	+$86.7M	24.73%	2

Other funds holding EDU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trivest Advisors's EDU Position: Q4 2024 in Review

Trivest Advisors sold out of New Oriental (EDU) in Q4 2024, closing a stake of 1,734,100 shares — an estimated $132M sold.

Trivest Advisors first reported a position in EDU in Q4 2019 and held it in 6 quarters. The position peaked at $183M in Q2 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Trivest Advisors reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Trivest Advisors sold 1,734,100 New Oriental shares in Q4 2024, an estimated $132M.
Trivest Advisors first reported a position in New Oriental in Q4 2019 and held it in 6 quarters.
Trivest Advisors's New Oriental position peaked at $183M in Q2 2024.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Trivest Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.