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Aperio Group’s TAL Education Group TAL Stock Holding History

Aperio Group’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$26.4M Buy
368,972
+704
+0.2% +$50.8K 0.08% 250
2020
Q3 		$28M Buy
368,268
+8,925
+2% +$673K 0.09% 208
2020
Q2 		$24.6M Sell
359,343
-19,020
-5% -$1.09M 0.09% 216
2020
Q1 		$20.2M Buy
378,363
+11,840
+3% +$637K 0.09% 230
2019
Q4 		$17.7M Buy
366,523
+56,663
+18% +$2.43M 0.06% 334
2019
Q3 		$10.6M Sell
309,860
-19,759
-6% -$688K 0.04% 451
2019
Q2 		$12.6M Buy
329,619
+20,227
+7% +$731K 0.05% 403
2019
Q1 		$11.2M Buy
309,392
+13,385
+5% +$434K 0.05% 423
2018
Q4 		$7.9M Buy
296,007
+3,913
+1% +$104K 0.04% 478
2018
Q3 		$7.51M Sell
292,094
-28,410
-9% -$918K 0.03% 543
2018
Q2 		$11.8M Sell
320,504
-12,714
-4% -$500K 0.06% 383
2018
Q1 		$12.4M Sell
333,218
-15,187
-4% -$521K 0.06% 365
2017
Q4 		$10.4M Sell
348,405
-15,475
-4% -$471K 0.05% 406
2017
Q3 		$12.3M Sell
363,880
-398
-0.1% -$11.2K 0.07% 336
2017
Q2 		$7.43M Buy
364,278
+21,330
+6% +$419K 0.05% 459
2017
Q1 		$6.09M Buy
342,948
+70,746
+26% +$1.03M 0.04% 482
2016
Q4 		$3.18M Sell
272,202
-93,186
-26% -$1.14M 0.02% 657
2016
Q3 		$4.31M Sell
365,388
-23,850
-6% -$252K 0.03% 585
2016
Q2 		$4.03M Sell
389,238
-141,468
-27% -$1.3M 0.03% 580
2016
Q1 		$4.39M Sell
530,706
-53,700
-9% -$429K 0.04% 521
2015
Q4 		$4.53M Sell
584,406
-37,236
-6% -$254K 0.04% 490
2015
Q3 		$3.33M Sell
621,642
-37,386
-6% -$202K 0.03% 564
2015
Q2 		$3.88M Buy
659,028
+408,516
+163% +$2.47M 0.04% 495
2015
Q1 		$1.39M Buy
250,512
+38,874
+18% +$198K 0.02% 818
2014
Q4 		$991K Buy
211,638
+97,464
+85% +$511K 0.01% 912
2014
Q3 		$665K Buy
114,174
+14,250
+14% +$75.8K 0.01% 1013
2014
Q2 		$458K Sell
99,924
-22,428
-18% -$88.7K 0.01% 1171
2014
Q1 		$459K Buy
+122,352
New +$484K 0.01% 1369
2013
Q4 		– Hold
0
– – – 1773

Other funds holding TAL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Aperio Group's TAL Position: Q4 2020 in Review

Aperio Group increased its TAL Education Group (TAL) stake by 0.19% in Q4 2020, buying an estimated $50.8K and bringing the position to 368,972 shares worth $26.4M. The position accounts for 0.08% of the portfolio, ranked #250.

Aperio Group first reported a position in TAL in Q1 2014 and has held it in 28 quarters since. The position peaked at $28M in Q3 2020. 349 funds tracked by Wall St. Rank hold TAL as of Q4 2020.

  • Aperio Group held 368,972 shares of TAL Education Group worth $26.4M as of Q4 2020.
  • Aperio Group bought 704 TAL Education Group shares in Q4 2020, an estimated $50.8K.
  • TAL Education Group made up 0.08% of Aperio Group's portfolio in Q4 2020, its #250 holding.
  • Aperio Group first reported a position in TAL Education Group in Q1 2014 and has held it in 28 quarters since.
  • Aperio Group's TAL Education Group position peaked at $28M in Q3 2020.
  • 349 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.