Truist Financial
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Truist Financial’s New Oriental EDU Stock Holding History

Truist Financial’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
-2,367
Closed -$206K – 2671
2024
Q1 		$206K Buy
+2,367
New +$201K ﹤0.01% 2480
2022
Q2 		– Sell
-1,132
Closed -$14K – 2667
2022
Q1 		$14K Buy
+1,132
New +$16.5K ﹤0.01% 2659
2021
Q3 		– Sell
-39,528
Closed -$3.24M – 2734
2021
Q2 		$3.24M Buy
39,528
+8,405
+27% +$1.02M 0.01% 1065
2021
Q1 		$4.36M Buy
31,123
+7,769
+33% +$1.36M 0.01% 893
2020
Q4 		$4.34M Buy
23,354
+1,143
+5% +$192K 0.01% 863
2020
Q3 		$3.32M Buy
22,211
+869
+4% +$126K 0.01% 879
2020
Q2 		$2.78M Buy
21,342
+1,080
+5% +$132K 0.01% 911
2020
Q1 		$2.19M Sell
20,262
-2,329
-10% -$299K 0.01% 942
2019
Q4 		$2.74M Buy
+22,591
New +$2.7M 0.01% 989

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

Truist Financial's EDU Position: Q2 2024 in Review

Truist Financial sold out of New Oriental (EDU) in Q2 2024, closing a stake of 2,367 shares — an estimated $206K sold.

Truist Financial first reported a position in EDU in Q4 2019 and held it in 9 quarters. The position peaked at $4.36M in Q1 2021. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • Truist Financial reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 2,367 New Oriental shares in Q2 2024, an estimated $206K.
  • Truist Financial first reported a position in New Oriental in Q4 2019 and held it in 9 quarters.
  • Truist Financial's New Oriental position peaked at $4.36M in Q1 2021.
  • 230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.