Cresset Asset Management’s TAL Education Group TAL Stock Holding History

Cresset Asset Management’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	-11,040	Closed	-$101K	–	1919
2023 Q3	$101K	Buy	11,040 +254	+2%	+$1.78K	﹤0.01%	1717
2023 Q2	$64.3K	Buy	+10,786	New	+$64.6K	﹤0.01%	1834
2019 Q2	–	Sell	-2,430	Closed	-$88K	–	1547
2019 Q1	$88K	Buy	+2,430	New	+$78.8K	﹤0.01%	598

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

Cresset Asset Management's TAL Position: Q4 2023 in Review

Cresset Asset Management sold out of TAL Education Group (TAL) in Q4 2023, closing a stake of 11,040 shares — an estimated $101K sold.

Cresset Asset Management first reported a position in TAL in Q1 2019 and held it in 3 quarters. The position peaked at $101K in Q3 2023. 219 funds tracked by Wall St. Rank hold TAL as of Q4 2023.

Cresset Asset Management reported no remaining TAL Education Group position as of Q4 2023 after selling out during the quarter.
Cresset Asset Management sold 11,040 TAL Education Group shares in Q4 2023, an estimated $101K.
Cresset Asset Management first reported a position in TAL Education Group in Q1 2019 and held it in 3 quarters.
Cresset Asset Management's TAL Education Group position peaked at $101K in Q3 2023.
219 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2023.

Based on Cresset Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.