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Wedbush Securities’s New Oriental EDU Stock Holding History

Wedbush Securities’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
-2,513
Closed -$218K – 1219
2024
Q1 		$218K Buy
+2,513
New +$213K 0.01% 1045
2023
Q2 		– Sell
-5,316
Closed -$205K – 1086
2023
Q1 		$205K Buy
+5,316
New +$215K 0.01% 936
2021
Q3 		– Sell
-3,040
Closed -$249K – 1192
2021
Q2 		$249K Buy
3,040
+688
+29% +$83.5K 0.01% 958
2021
Q1 		$329K Buy
2,352
+66
+3% +$11.5K 0.02% 771
2020
Q4 		$425K Hold
2,286
– – 0.04% 522
2020
Q3 		$342K Hold
2,286
– – 0.03% 558
2020
Q2 		$298K Sell
2,286
-11
-0.5% -$1.34K 0.03% 610
2020
Q1 		$249K Sell
2,297
-1,199
-34% -$154K 0.03% 597
2019
Q4 		$424K Hold
3,496
– – 0.04% 529
2019
Q3 		$387K Sell
3,496
-111
-3% -$11.6K 0.04% 534
2019
Q2 		$348K Sell
3,607
-561
-13% -$50.2K 0.04% 570
2019
Q1 		$375K Buy
4,168
+19
+0.5% +$1.43K 0.04% 521
2018
Q4 		$227K Buy
4,149
+736
+22% +$42.6K 0.03% 634
2018
Q3 		$253K Buy
3,413
+1,111
+48% +$92.1K 0.03% 667
2018
Q2 		$218K Buy
+2,302
New +$220K 0.03% 690

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

Wedbush Securities's EDU Position: Q2 2024 in Review

Wedbush Securities sold out of New Oriental (EDU) in Q2 2024, closing a stake of 2,513 shares — an estimated $218K sold.

Wedbush Securities first reported a position in EDU in Q2 2018 and held it in 15 quarters. The position peaked at $425K in Q4 2020. 230 funds tracked by Wall St. Rank hold EDU as of Q2 2024.

  • Wedbush Securities reported no remaining New Oriental position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 2,513 New Oriental shares in Q2 2024, an estimated $218K.
  • Wedbush Securities first reported a position in New Oriental in Q2 2018 and held it in 15 quarters.
  • Wedbush Securities's New Oriental position peaked at $425K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held New Oriental as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.