Broad Peak Investment Holdings’s TAL Education Group TAL Stock Holding History

Broad Peak Investment Holdings’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
2024 Q1	$17.5M	Buy	+1,541,190	New	+$19.2M	3.29%	10
2023 Q1	–	Sell	-992,000	Closed	-$6.99M	–	16
2022 Q4	$6.99M	Buy	+992,000	New	+$5.5M	0.68%	13
2020 Q4	–	Sell	-379,586	Closed	-$28.9M	–	19
2020 Q3	$28.9M	Sell	379,586 -718,500	-65%	-$54.2M	2%	15
2020 Q2	$75.1M	Buy	1,098,086 +739,593	+206%	+$42.3M	6.18%	9
2020 Q1	$19.1M	Buy	+358,493	New	+$19.3M	2.22%	12
2019 Q3	–	Sell	-647,659	Closed	-$24.7M	–	20
2019 Q2	$24.7M	Buy	+647,659	New	+$23.4M	2.39%	7

Other funds holding TAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return

Broad Peak Investment Holdings's TAL Position: Q1 2024 in Review

Broad Peak Investment Holdings opened a new position in TAL Education Group (TAL) in Q1 2024: 1,541,190 shares worth $17.5M. The stake represents 3.29% of the portfolio and ranks #10 among its holdings. This is a return to the name: Broad Peak Investment Holdings previously reported a position in TAL as recently as Q4 2022.

Broad Peak Investment Holdings first reported a position in TAL in Q2 2019 and has held it in 6 quarters since. The position peaked at $75.1M in Q2 2020. 241 funds tracked by Wall St. Rank hold TAL as of Q1 2024.

Broad Peak Investment Holdings held 1,541,190 shares of TAL Education Group worth $17.5M as of Q1 2024.
TAL Education Group was a new Broad Peak Investment Holdings position in Q1 2024.
TAL Education Group made up 3.29% of Broad Peak Investment Holdings's portfolio in Q1 2024, its #10 holding.
Broad Peak Investment Holdings first reported a position in TAL Education Group in Q2 2019 and has held it in 6 quarters since.
Broad Peak Investment Holdings's TAL Education Group position peaked at $75.1M in Q2 2020.
241 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2024.

Based on Broad Peak Investment Holdings's 13F filing for Q1 2024, filed 1 May 2024.