Creative Planning
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Creative Planning’s TAL Education Group TAL Stock Holding History

Creative Planning’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
2021
Q4 		– Sell
-211,715
Closed -$1.02M – 2214
2021
Q3 		$1.02M Buy
+211,715
New +$1.88M ﹤0.01% 939
2021
Q1 		– Sell
-4,890
Closed -$350K – 2719
2020
Q4 		$350K Sell
4,890
-542
-10% -$39.1K ﹤0.01% 1526
2020
Q3 		$413K Buy
5,432
+784
+17% +$59.1K ﹤0.01% 1236
2020
Q2 		$318K Buy
+4,648
New +$266K ﹤0.01% 1264
2019
Q3 		– Sell
-6,434
Closed -$245K – 2105
2019
Q2 		$245K Buy
+6,434
New +$233K ﹤0.01% 1495
2018
Q3 		– Sell
-14,352
Closed -$528K – 2165
2018
Q2 		$528K Sell
14,352
-30,492
-68% -$1.2M ﹤0.01% 1041
2018
Q1 		$1.66M Buy
44,844
+26,344
+142% +$904K 0.01% 516
2017
Q4 		$550K Buy
18,500
+5,258
+40% +$160K ﹤0.01% 1022
2017
Q3 		$446K Buy
13,242
+642
+5% +$18.1K ﹤0.01% 1110
2017
Q2 		$257K Buy
12,600
+6,600
+110% +$130K ﹤0.01% 1374
2017
Q1 		$107K Sell
6,000
-1,770
-23% -$25.7K ﹤0.01% 1909
2016
Q4 		$91K Buy
7,770
+1,170
+18% +$14.3K ﹤0.01% 1935
2016
Q3 		$78K Buy
6,600
+5,574
+543% +$58.8K ﹤0.01% 2023
2016
Q2 		$11K Sell
1,026
-54
-5% -$495 ﹤0.01% 3207
2016
Q1 		$9K Sell
1,080
-4,590
-81% -$36.7K ﹤0.01% 3298
2015
Q4 		$44K Buy
5,670
+2,670
+89% +$18.2K ﹤0.01% 2218
2015
Q3 		$16K Buy
+3,000
New +$16.2K ﹤0.01% 2910
2015
Q2 		– Sell
-19,560
Closed -$108K – 2798
2015
Q1 		$108K Sell
19,560
-2,814
-13% -$14.3K ﹤0.01% 1537
2014
Q4 		$105K Buy
22,374
+1,974
+10% +$10.3K ﹤0.01% 1529
2014
Q3 		$119K Buy
+20,400
New +$108K ﹤0.01% 1361
2014
Q2 		– Sell
-12,000
Closed -$45K – 3951
2014
Q1 		$45K Buy
+12,000
New +$47.4K ﹤0.01% 1868
2013
Q4 		– Sell
-4,596
Closed -$11K – 3463
2013
Q3 		$11K Buy
+4,596
New +$9.37K ﹤0.01% 2420

Other funds holding TAL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Creative Planning's TAL Position: Q4 2021 in Review

Creative Planning sold out of TAL Education Group (TAL) in Q4 2021, closing a stake of 211,715 shares — an estimated $1.02M sold.

Creative Planning first reported a position in TAL in Q3 2013 and held it in 22 quarters. The position peaked at $1.66M in Q1 2018. 209 funds tracked by Wall St. Rank hold TAL as of Q4 2021.

  • Creative Planning reported no remaining TAL Education Group position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 211,715 TAL Education Group shares in Q4 2021, an estimated $1.02M.
  • Creative Planning first reported a position in TAL Education Group in Q3 2013 and held it in 22 quarters.
  • Creative Planning's TAL Education Group position peaked at $1.66M in Q1 2018.
  • 209 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.