Compagnie Lombard Odier SCmA’s TAL Education Group TAL Stock Holding History

Compagnie Lombard Odier SCmA’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
2025 Q1	–	Sell	-10,000	Closed	-$100K	–	500
2024 Q4	$100K	Hold	10,000	–	–	﹤0.01%	295
2024 Q3	$118K	Sell	10,000 -10,000	-50%	-$92K	﹤0.01%	279
2024 Q2	$213K	Hold	20,000	–	–	﹤0.01%	242
2024 Q1	$227K	Sell	20,000 -700	-3%	-$8.71K	﹤0.01%	248
2023 Q4	$261K	Buy	20,700 +700	+4%	+$7.25K	﹤0.01%	258
2023 Q3	$182K	Hold	20,000	–	–	﹤0.01%	285
2023 Q2	$119K	Hold	20,000	–	–	﹤0.01%	335
2023 Q1	$128K	Hold	20,000	–	–	﹤0.01%	351
2022 Q4	$141K	Buy	20,000 +9,000	+82%	+$49.9K	﹤0.01%	341
2022 Q3	$54K	Hold	11,000	–	–	﹤0.01%	459
2022 Q2	$54K	Hold	11,000	–	–	﹤0.01%	428
2022 Q1	$33K	Hold	11,000	–	–	﹤0.01%	489
2021 Q4	$43K	Hold	11,000	–	–	﹤0.01%	518
2021 Q3	$53K	Sell	11,000 -318,483	-97%	-$2.83M	﹤0.01%	494
2021 Q2	$8.31M	Sell	329,483 -87,539	-21%	-$3.91M	0.18%	69
2021 Q1	$22.5M	Buy	417,022 +106,804	+34%	+$7.82M	0.5%	44
2020 Q4	$22.2M	Buy	310,218 +7,121	+2%	+$514K	0.57%	42
2020 Q3	$23M	Buy	303,097 +37,764	+14%	+$2.85M	0.69%	34
2020 Q2	$18.1M	Buy	265,333 +50,500	+24%	+$2.89M	0.61%	38
2020 Q1	$11.4M	Buy	+214,833	New	+$11.6M	0.48%	46

Other funds holding TAL

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

KFA

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

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

AMH

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

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

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

TPC

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

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

Compagnie Lombard Odier SCmA's TAL Position: Q1 2025 in Review

Compagnie Lombard Odier SCmA sold out of TAL Education Group (TAL) in Q1 2025, closing a stake of 10,000 shares — an estimated $100K sold.

Compagnie Lombard Odier SCmA first reported a position in TAL in Q1 2020 and held it in 20 quarters. The position peaked at $23M in Q3 2020. 250 funds tracked by Wall St. Rank hold TAL as of Q1 2025.

Compagnie Lombard Odier SCmA reported no remaining TAL Education Group position as of Q1 2025 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 10,000 TAL Education Group shares in Q1 2025, an estimated $100K.
Compagnie Lombard Odier SCmA first reported a position in TAL Education Group in Q1 2020 and held it in 20 quarters.
Compagnie Lombard Odier SCmA's TAL Education Group position peaked at $23M in Q3 2020.
250 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2025.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2025, filed 16 Apr 2025.