Vestmark Advisory Solutions’s New Oriental EDU Stock Holding History

Vestmark Advisory Solutions’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	-2,647	Closed	-$201K	–	581
2024 Q3	$201K	Buy	+2,647	New	+$181K	0.01%	528
2021 Q2	–	Sell	-2,918	Closed	-$408K	–	779
2021 Q1	$408K	Buy	2,918 +243	+9%	+$42.4K	0.04%	505
2020 Q4	$497K	Buy	2,675 +9	+0.3%	+$1.51K	0.06%	356
2020 Q3	$399K	Sell	2,666 -160	-6%	-$23.1K	0.05%	367
2020 Q2	$368K	Sell	2,826 -75	-3%	-$9.14K	0.06%	362
2020 Q1	$314K	Buy	+2,901	New	+$372K	0.06%	353
2019 Q4	–	Sell	-3,384	Closed	-$375K	–	333
2019 Q3	$375K	Buy	3,384 +162	+5%	+$17K	0.06%	361
2019 Q2	$311K	Buy	+3,222	New	+$288K	0.05%	398

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

Vestmark Advisory Solutions's EDU Position: Q4 2024 in Review

Vestmark Advisory Solutions sold out of New Oriental (EDU) in Q4 2024, closing a stake of 2,647 shares — an estimated $201K sold.

Vestmark Advisory Solutions first reported a position in EDU in Q2 2019 and held it in 8 quarters. The position peaked at $497K in Q4 2020. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Vestmark Advisory Solutions reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Vestmark Advisory Solutions sold 2,647 New Oriental shares in Q4 2024, an estimated $201K.
Vestmark Advisory Solutions first reported a position in New Oriental in Q2 2019 and held it in 8 quarters.
Vestmark Advisory Solutions's New Oriental position peaked at $497K in Q4 2020.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.