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WT Asset Management’s New Oriental EDU Stock Holding History

WT Asset 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
-124,882
Closed -$8.01M – 36
2024
Q4 		$8.01M Sell
124,882
-530,910
-81% -$34M 0.88% 21
2024
Q3 		$49.7M Sell
655,792
-1,074,980
-62% -$73.6M 9.78% 3
2024
Q2 		$135M Buy
1,730,772
+304,712
+21% +$24.8M 13.1% 1
2024
Q1 		$124M Sell
1,426,060
-336,584
-19% -$28.6M 12.47% 1
2023
Q4 		$129M Sell
1,762,644
-136,484
-7% -$9.47M 16.23% 1
2023
Q3 		$111M Buy
1,899,128
+623,435
+49% +$32.7M 12.35% 2
2023
Q2 		$50.4M Buy
1,275,693
+919,729
+258% +$36.8M 15.38% 3
2023
Q1 		$13.7M Buy
+355,964
New +$14.4M 5% 5
2021
Q3 		– Sell
-162,146
Closed -$13.3M – 23
2021
Q2 		$13.3M Buy
+162,146
New +$19.7M 2.25% 12
2021
Q1 		– Sell
-289,563
Closed -$53.8M – 18
2020
Q4 		$53.8M Buy
+289,563
New +$48.7M 8.82% 7
2020
Q1 		– Sell
-87,600
Closed -$10.6M – 30
2019
Q4 		$10.6M Sell
87,600
-45,700
-34% -$5.46M 3.28% 11
2019
Q3 		$14.8M Sell
133,300
-101,200
-43% -$10.6M 5.68% 6
2019
Q2 		$22.6M Buy
+234,500
New +$21M 7.02% 5

Other funds holding EDU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return