JONES FINANCIAL COMPANIES LLLP
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 815917
DES PERES, MO
Position in EDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,591
-$1,072 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 168 holders
Holding Since
Mar 2021
8 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, 2026JONES FINANCIAL COMPANIES LLLP holds $3,091,075 across 16 Education & Training Services names. EDU ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
18,339 | $1,581,555 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
7,294 | $1,043,843 | |
| 3 | UTI |
Universal Technical Institute Inc
|
8,438 | $360,893 | |
| 4 | CVSA |
Covista Inc.
|
262 | $32,660 | |
| 5 | LAUR |
Laureate Education, Inc.
|
598 | $21,719 | |
| 6 | LINC |
Lincoln Educational Services Corp
|
425 | $21,207 | |
| 7 | STRA |
Strategic Education, Inc.
|
185 | $14,174 | |
| 8 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
100 | $4,591 |
All Filings in EDU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,591 | 100 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,663 | 100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,503 | 100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,307 | 100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,348 | 25 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,195 | 25 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,604 | 25 | Shares | Sole | 2025-02-06 | |
| 2021-03-31 | $3,920 | 280 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||