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 $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

WT Asset Management's EDU Position: Q1 2025 in Review

WT Asset Management sold out of New Oriental (EDU) in Q1 2025, closing a stake of 124,882 shares — an estimated $8.01M sold.

WT Asset Management first reported a position in EDU in Q2 2019 and held it in 13 quarters. The position peaked at $135M in Q2 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q1 2025.

WT Asset Management reported no remaining New Oriental position as of Q1 2025 after selling out during the quarter.
WT Asset Management sold 124,882 New Oriental shares in Q1 2025, an estimated $8.01M.
WT Asset Management first reported a position in New Oriental in Q2 2019 and held it in 13 quarters.
WT Asset Management's New Oriental position peaked at $135M in Q2 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q1 2025.

Based on WT Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.