Capstone Investment Advisors
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Capstone Investment Advisors’s TAL Education Group TAL Stock Holding History

Capstone Investment Advisors’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 		– Sell
-25,000
Closed -$1.9M – 1758
2020
Q3 		$1.9M Buy
+25,000
New +$1.89M 0.01% 828
2019
Q2 		– Sell
-17,900
Closed -$646K – 1433
2019
Q1 		$646K Buy
+17,900
New +$581K 0.01% 939

Other funds holding TAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
SLM
Snow Lake Management Menlo Park, California $90.7M AUM 72.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capstone Investment Advisors's TAL Position: Q3 2023 in Review

Capstone Investment Advisors sold out of TAL Education Group (TAL) in Q3 2023, closing a stake of 12,583 shares — an estimated $75K sold.

Capstone Investment Advisors first reported a position in TAL in Q2 2023 and held it in 1 quarter. The position peaked at $75K in Q2 2023. 193 funds tracked by Wall St. Rank hold TAL as of Q3 2023.

  • Capstone Investment Advisors reported no remaining TAL Education Group position as of Q3 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,583 TAL Education Group shares in Q3 2023, an estimated $75K.
  • Capstone Investment Advisors first reported a position in TAL Education Group in Q2 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's TAL Education Group position peaked at $75K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held TAL Education Group as of Q3 2023.

Based on Capstone Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.