Yousif Capital Management’s New Oriental EDU Stock Holding History

Yousif Capital 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
2024 Q4	–	Sell	-2,655	Closed	-$201K	–	1928
2024 Q3	$201K	Hold	2,655	–	–	﹤0.01%	1864
2024 Q2	$206K	Hold	2,655	–	–	﹤0.01%	1826
2024 Q1	$231K	Buy	+2,655	New	+$225K	﹤0.01%	1830
2022 Q2	–	Sell	-4,825	Closed	-$55K	–	1988
2022 Q1	$55K	Hold	4,825	–	–	﹤0.01%	2003
2021 Q4	$101K	Buy	+4,825	New	+$104K	﹤0.01%	1985

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yousif Capital Management's EDU Position: Q4 2024 in Review

Yousif Capital Management sold out of New Oriental (EDU) in Q4 2024, closing a stake of 2,655 shares — an estimated $201K sold.

Yousif Capital Management first reported a position in EDU in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q1 2024. 205 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

Yousif Capital Management reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
Yousif Capital Management sold 2,655 New Oriental shares in Q4 2024, an estimated $201K.
Yousif Capital Management first reported a position in New Oriental in Q4 2021 and held it in 5 quarters.
Yousif Capital Management's New Oriental position peaked at $231K in Q1 2024.
205 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on Yousif Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.