James T. Borello RIA
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James T. Borello RIA’s New Oriental EDU Stock Holding History

James T. Borello RIA’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
2026
Q3 		$2.22K Hold
40
– – ﹤0.01% 905
2026
Q2 		$1.84K Hold
40
– – ﹤0.01% 954
2026
Q1 		$2.26K Hold
40
– – ﹤0.01% 905
2025
Q4 		$2.2K Hold
40
– – ﹤0.01% 764
2025
Q3 		$2.12K Hold
40
– – ﹤0.01% 714
2025
Q2 		$2.16K Hold
40
– – ﹤0.01% 253
2025
Q1 		$1.91K Hold
40
– – ﹤0.01% 203
2024
Q4 		$2.57K Hold
40
– – ﹤0.01% 168
2024
Q3 		$3.03K Hold
40
– – ﹤0.01% 157
2024
Q2 		$3.11K Hold
40
– – ﹤0.01% 142
2024
Q1 		$3.47K Hold
40
– – ﹤0.01% 141
2023
Q4 		$2.93K Buy
+40
New +$2.78K ﹤0.01% 122

Other funds holding EDU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Shah Capital Management
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

James T. Borello RIA's EDU Position: Q3 2026 in Review

James T. Borello RIA held its New Oriental (EDU) position steady in Q3 2026 at 40 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

James T. Borello RIA first reported a position in EDU in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.47K in Q1 2024. 26 funds tracked by Wall St. Rank hold EDU as of Q3 2026.

  • James T. Borello RIA held 40 shares of New Oriental worth $2.22K as of Q3 2026.
  • James T. Borello RIA left its New Oriental share count unchanged in Q3 2026.
  • New Oriental made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #905 holding.
  • James T. Borello RIA first reported a position in New Oriental in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello RIA's New Oriental position peaked at $3.47K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held New Oriental as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.