Y-Intercept (HK)’s New Oriental EDU Stock Holding History

Y-Intercept (HK)’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 Q2	–	Sell	-5,891	Closed	-$334K	–	1825
2026 Q1	$334K	Buy	+5,891	New	+$337K	0.01%	1357
2025 Q4	–	Sell	-52,487	Closed	-$2.79M	–	1658
2025 Q3	$2.79M	Sell	52,487 -86,487	-62%	-$4.27M	0.07%	436
2025 Q2	$7.5M	Buy	+138,974	New	+$6.6M	0.18%	120
2024 Q3	–	Sell	-6,202	Closed	-$482K	–	1437
2024 Q2	$482K	Buy	+6,202	New	+$505K	0.03%	823
2024 Q1	–	Sell	-8,436	Closed	-$618K	–	1461
2023 Q4	$618K	Buy	+8,436	New	+$585K	0.06%	499
2021 Q3	–	Sell	-28,964	Closed	-$2.37M	–	713
2021 Q2	$2.37M	Buy	28,964 +20,853	+257%	+$2.53M	0.6%	14
2021 Q1	$1.15M	Buy	+8,111	New	+$1.42M	0.31%	76

Other funds holding EDU

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Y-Intercept (HK)'s EDU Position: Q2 2026 in Review

Y-Intercept (HK) sold out of New Oriental (EDU) in Q2 2026, closing a stake of 5,891 shares — an estimated $334K sold.

Y-Intercept (HK) first reported a position in EDU in Q1 2021 and held it in 7 quarters. The position peaked at $7.5M in Q2 2025. 12 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Y-Intercept (HK) reported no remaining New Oriental position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 5,891 New Oriental shares in Q2 2026, an estimated $334K.
Y-Intercept (HK) first reported a position in New Oriental in Q1 2021 and held it in 7 quarters.
Y-Intercept (HK)'s New Oriental position peaked at $7.5M in Q2 2025.
12 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.