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
2016
Q2 		– Sell
-1,200
Closed -$1K – 4516
2016
Q1 		$1K Hold
1,200
– – ﹤0.01% 4175
2015
Q4 		$1K Buy
+1,200
New +$8.18K ﹤0.01% 4251

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.