Edgestream Partners’s TAL Education Group TAL Stock Holding History

Edgestream 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 Q2	–	Sell	-32,196	Closed	-$206K	–	908
2023 Q1	$206K	Buy	32,196 +2,154	+7%	+$15.5K	0.02%	524
2022 Q4	$212K	Sell	30,042 -18,151	-38%	-$101K	0.02%	474
2022 Q3	$238K	Sell	48,193 -2,065	-4%	-$10.2K	0.02%	418
2022 Q2	$245K	Buy	50,258 +25,699	+105%	+$98.2K	0.02%	469
2022 Q1	$74K	Sell	24,559 -16,483	-40%	-$50.6K	0.01%	522
2021 Q4	$161K	Buy	+41,042	New	+$185K	0.01%	467
2021 Q3	–	Sell	-496,701	Closed	-$12.5M	–	572
2021 Q2	$12.5M	Buy	496,701 +157,249	+46%	+$7.03M	0.74%	21
2021 Q1	$18.3M	Buy	339,452 +155,065	+84%	+$11.4M	1.02%	12
2020 Q4	$13.2M	Buy	+184,387	New	+$13.3M	0.66%	40

Other funds holding TAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TPC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgestream Partners's TAL Position: Q2 2023 in Review

Edgestream Partners sold out of TAL Education Group (TAL) in Q2 2023, closing a stake of 32,196 shares — an estimated $206K sold.

Edgestream Partners first reported a position in TAL in Q4 2020 and held it in 9 quarters. The position peaked at $18.3M in Q1 2021. 189 funds tracked by Wall St. Rank hold TAL as of Q2 2023.

Edgestream Partners reported no remaining TAL Education Group position as of Q2 2023 after selling out during the quarter.
Edgestream Partners sold 32,196 TAL Education Group shares in Q2 2023, an estimated $206K.
Edgestream Partners first reported a position in TAL Education Group in Q4 2020 and held it in 9 quarters.
Edgestream Partners's TAL Education Group position peaked at $18.3M in Q1 2021.
189 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.