Carmel Capital Partners’s TAL Education Group TAL Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-3,645	Closed	-$33.2K	–	627
2023 Q3	$33.2K	Hold	3,645	–	–	0.01%	286
2023 Q2	$21.7K	Hold	3,645	–	–	0.01%	247
2023 Q1	$23.4K	Sell	3,645 -10,000	-73%	-$72K	0.01%	282
2022 Q4	$96.2K	Hold	13,645	–	–	0.07%	127
2022 Q3	$67K	Hold	13,645	–	–	0.06%	116
2022 Q2	$66K	Sell	13,645 -65	-0.5%	-$248	0.06%	111
2022 Q1	$41K	Hold	13,710	–	–	0.03%	121
2021 Q4	$54K	Buy	+13,710	New	+$62K	0.04%	123

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

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

TPC

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

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

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

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

SLM

Snow Lake Management Menlo Park, California $90.7M AUM 72.65% 1-Year Est. Return

Carmel Capital Partners's TAL Position: Q4 2023 in Review

Carmel Capital Partners sold out of TAL Education Group (TAL) in Q4 2023, closing a stake of 3,645 shares — an estimated $33.2K sold.

Carmel Capital Partners first reported a position in TAL in Q4 2021 and held it in 8 quarters. The position peaked at $96.2K in Q4 2022. 219 funds tracked by Wall St. Rank hold TAL as of Q4 2023.

Carmel Capital Partners reported no remaining TAL Education Group position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 3,645 TAL Education Group shares in Q4 2023, an estimated $33.2K.
Carmel Capital Partners first reported a position in TAL Education Group in Q4 2021 and held it in 8 quarters.
Carmel Capital Partners's TAL Education Group position peaked at $96.2K in Q4 2022.
219 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.