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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 $6.9B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return