EARNEST Partners’s TAL Education Group TAL Stock Holding History

EARNEST 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	-57	Closed	-$519	–	990
2023 Q3	$519	Hold	57	–	–	﹤0.01%	1117
2023 Q2	$340	Hold	57	–	–	﹤0.01%	1138
2023 Q1	$365	Hold	57	–	–	﹤0.01%	1130
2022 Q4	$402	Hold	57	–	–	﹤0.01%	1134
2022 Q3	$0	Hold	57	–	–	﹤0.01%	1160
2022 Q2	$0	Hold	57	–	–	﹤0.01%	1183
2022 Q1	$0	Hold	57	–	–	﹤0.01%	1179
2021 Q4	$0	Hold	57	–	–	﹤0.01%	1197
2021 Q3	$0	Hold	57	–	–	﹤0.01%	1182
2021 Q2	$1K	Hold	57	–	–	﹤0.01%	1141
2021 Q1	$3K	Hold	57	–	–	﹤0.01%	980
2020 Q4	$4K	Hold	57	–	–	﹤0.01%	896
2020 Q3	$4K	Hold	57	–	–	﹤0.01%	846
2020 Q2	$4K	Buy	57 +27	+90%	+$1.54K	﹤0.01%	819
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	917
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	1125
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1114
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	1129
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1133
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	1121
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	1137
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	1144
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	1128
2017 Q4	$1K	Buy	+30	New	+$912	﹤0.01%	1125
2017 Q1	–	Sell	-7,344	Closed	-$86K	–	817
2016 Q4	$86K	Buy	+7,344	New	+$89.8K	﹤0.01%	247

Other funds holding TAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SLM

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

EARNEST Partners's TAL Position: Q4 2023 in Review

EARNEST Partners sold out of TAL Education Group (TAL) in Q4 2023, closing a stake of 57 shares — an estimated $519 sold.

EARNEST Partners first reported a position in TAL in Q4 2016 and held it in 25 quarters. The position peaked at $86K in Q4 2016. 220 funds tracked by Wall St. Rank hold TAL as of Q4 2023.

EARNEST Partners reported no remaining TAL Education Group position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 57 TAL Education Group shares in Q4 2023, an estimated $519.
EARNEST Partners first reported a position in TAL Education Group in Q4 2016 and held it in 25 quarters.
EARNEST Partners's TAL Education Group position peaked at $86K in Q4 2016.
220 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.