Bull Oak Capital’s TAL Education Group TAL Stock Holding History

Bull Oak Capital’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 Q4	–	Sell	-1,000	Closed	-$11.8K	–	63
2024 Q3	$11.8K	Hold	1,000	–	–	0.01%	68
2024 Q2	$10.7K	Hold	1,000	–	–	0.01%	39
2024 Q1	$11.3K	Hold	1,000	–	–	0.01%	36
2023 Q4	$12.6K	Hold	1,000	–	–	﹤0.01%	37
2023 Q3	$9.11K	Buy	+1,000	New	+$7.01K	0.01%	42

Other funds holding TAL

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

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

KFA

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

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

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

TPC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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

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

Bull Oak Capital's TAL Position: Q4 2024 in Review

Bull Oak Capital sold out of TAL Education Group (TAL) in Q4 2024, closing a stake of 1,000 shares — an estimated $11.8K sold.

Bull Oak Capital first reported a position in TAL in Q3 2023 and held it in 5 quarters. The position peaked at $12.6K in Q4 2023. 231 funds tracked by Wall St. Rank hold TAL as of Q4 2024.

Bull Oak Capital reported no remaining TAL Education Group position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 1,000 TAL Education Group shares in Q4 2024, an estimated $11.8K.
Bull Oak Capital first reported a position in TAL Education Group in Q3 2023 and held it in 5 quarters.
Bull Oak Capital's TAL Education Group position peaked at $12.6K in Q4 2023.
231 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.