Venturi Wealth Management’s New Oriental EDU Stock Holding History

Venturi Wealth Management’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
2025 Q1	–	Sell	-19	Closed	-$1.22K	–	922
2024 Q4	$1.22K	Buy	+19	New	+$1.22K	﹤0.01%	1901
2023 Q4	–	Sell	-30	Closed	-$1.76K	–	1358
2023 Q3	$1.76K	Buy	30 +18	+150%	+$944	﹤0.01%	1196
2023 Q2	$474	Buy	+12	New	+$480	﹤0.01%	1081

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

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Venturi Wealth Management's EDU Position: Q1 2025 in Review

Venturi Wealth Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 19 shares — an estimated $1.22K sold.

Venturi Wealth Management first reported a position in EDU in Q2 2023 and held it in 3 quarters. The position peaked at $1.76K in Q3 2023. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

Venturi Wealth Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 19 New Oriental shares in Q1 2025, an estimated $1.22K.
Venturi Wealth Management first reported a position in New Oriental in Q2 2023 and held it in 3 quarters.
Venturi Wealth Management's New Oriental position peaked at $1.76K in Q3 2023.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.