West Family Investments, Inc.
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1568303
CARLSBAD, CA
Position in EDU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$320,864
-$67,278 QoQ
Shares Held
6,989
+2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#100
of 169 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026West Family Investments, Inc. holds $571,521 across 2 Education & Training Services names. EDU ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
6,989 | $320,864 | |
| 2 | TAL |
TAL Education Group
|
26,192 | $250,657 |
All Filings in EDU
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,864 | 6,989 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $388,142 | 6,854 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $382,843 | 6,957 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $369,207 | 6,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $369,773 | 6,854 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $327,689 | 6,854 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $439,889 | 6,854 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $527,618 | 6,957 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $540,767 | 6,957 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $604,006 | 6,957 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $509,808 | 6,957 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $407,332 | 6,957 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $274,731 | 6,957 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $268,609 | 6,957 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $242,242 | 6,957 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $2,184 | 18,993 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $16,181 | 78,933 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||