TwinBeech Capital’s New Oriental EDU Stock Holding History

TwinBeech Capital’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	-12,714	Closed	-$964K	–	683
2024 Q3	$964K	Buy	+12,714	New	+$871K	0.02%	507
2024 Q2	–	Sell	-74,523	Closed	-$6.47M	–	605
2024 Q1	$6.47M	Sell	74,523 -5,700	-7%	-$484K	0.13%	178
2023 Q4	$5.88M	Buy	+80,223	New	+$5.57M	0.1%	248
2023 Q2	–	Sell	-47,132	Closed	-$1.82M	–	669
2023 Q1	$1.82M	Buy	+47,132	New	+$1.9M	0.04%	385
2021 Q3	–	Sell	-52,708	Closed	-$4.32M	–	635
2021 Q2	$4.32M	Buy	52,708 +47,608	+933%	+$5.78M	0.52%	59
2021 Q1	$714K	Buy	+5,100	New	+$891K	0.1%	243
2020 Q4	–	Sell	-15,471	Closed	-$2.31M	–	470
2020 Q3	$2.31M	Buy	+15,471	New	+$2.23M	0.5%	58
2020 Q2	–	Sell	-12,352	Closed	-$1.34M	–	397
2020 Q1	$1.34M	Buy	12,352 +3,728	+43%	+$479K	0.53%	69
2019 Q4	$1.05M	Buy	+8,624	New	+$1.03M	0.3%	110

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

TwinBeech Capital's EDU Position: Q4 2024 in Review

TwinBeech Capital sold out of New Oriental (EDU) in Q4 2024, closing a stake of 12,714 shares — an estimated $964K sold.

TwinBeech Capital first reported a position in EDU in Q4 2019 and held it in 9 quarters. The position peaked at $6.47M in Q1 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

TwinBeech Capital reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 12,714 New Oriental shares in Q4 2024, an estimated $964K.
TwinBeech Capital first reported a position in New Oriental in Q4 2019 and held it in 9 quarters.
TwinBeech Capital's New Oriental position peaked at $6.47M in Q1 2024.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.