Belpointe Asset Management’s TAL Education Group TAL Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-3,000	Closed	-$19.2K	–	3067
2023 Q1	$19.2K	Hold	3,000	–	–	﹤0.01%	2328
2022 Q4	$21.1K	Buy	+3,000	New	+$16.6K	﹤0.01%	2146
2021 Q3	–	Sell	-9,300	Closed	-$235K	–	1241
2021 Q2	$235K	Hold	9,300	–	–	0.02%	773
2021 Q1	$501K	Sell	9,300 -4,000	-30%	-$293K	0.04%	440
2020 Q4	$951K	Hold	13,300	–	–	0.09%	260
2020 Q3	$1.01M	Hold	13,300	–	–	0.11%	203
2020 Q2	$910K	Sell	13,300 -160	-1%	-$9.15K	0.12%	186
2020 Q1	$717K	Sell	13,460 -9,738	-42%	-$524K	0.13%	188
2019 Q4	$1.12M	Buy	23,198 +7,903	+52%	+$340K	0.14%	162
2019 Q3	$524K	Buy	15,295 +995	+7%	+$34.6K	0.08%	274
2019 Q2	$545K	Sell	14,300 -1,000	-7%	-$36.2K	0.11%	206
2019 Q1	$552K	Buy	15,300 +7,300	+91%	+$237K	0.11%	150
2018 Q4	$213K	Sell	8,000 -1,000	-11%	-$26.5K	0.05%	334
2018 Q3	$231K	Sell	9,000 -20	-0.2%	-$646	0.04%	422
2018 Q2	$332K	Hold	9,020	–	–	0.09%	237
2018 Q1	$335K	Sell	9,020 -2,000	-18%	-$68.6K	0.1%	235
2017 Q4	$327K	Sell	11,020 -980	-8%	-$29.8K	0.07%	319
2017 Q3	$405K	Buy	+12,000	New	+$338K	0.09%	246

Other funds holding TAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Belpointe Asset Management's TAL Position: Q2 2023 in Review

Belpointe Asset Management sold out of TAL Education Group (TAL) in Q2 2023, closing a stake of 3,000 shares — an estimated $19.2K sold.

Belpointe Asset Management first reported a position in TAL in Q3 2017 and held it in 18 quarters. The position peaked at $1.12M in Q4 2019. 189 funds tracked by Wall St. Rank hold TAL as of Q2 2023.

Belpointe Asset Management reported no remaining TAL Education Group position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,000 TAL Education Group shares in Q2 2023, an estimated $19.2K.
Belpointe Asset Management first reported a position in TAL Education Group in Q3 2017 and held it in 18 quarters.
Belpointe Asset Management's TAL Education Group position peaked at $1.12M in Q4 2019.
189 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.