FP
TAL icon

Financial Perspectives’s TAL Education Group TAL Stock Holding History

Financial Perspectives’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
-3,415
Closed -$15.4K – 674
2021
Q3 		$16.5K Sell
3,415
-1,399
-29% -$12.4K 0.01% 376
2021
Q2 		$121K Sell
4,814
-253,558
-98% -$11.3M 0.06% 168
2021
Q1 		$4.8M Buy
258,372
+253,606
+5,321% +$18.6M 0.24% 82
2020
Q4 		$341K Buy
4,766
+2,327
+95% +$168K 0.19% 77
2020
Q3 		$185K Buy
2,439
+471
+24% +$35.5K 0.12% 104
2020
Q2 		$135K Buy
1,968
+582
+42% +$33.3K 0.1% 117
2020
Q1 		$73.8K Buy
1,386
+1,104
+391% +$59.4K 0.06% 137
2019
Q4 		$13.6K Buy
+282
New +$12.1K 0.01% 296

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

Financial Perspectives's TAL Position: Q4 2021 in Review

Financial Perspectives sold out of TAL Education Group (TAL) in Q4 2021, closing a stake of 3,415 shares — an estimated $15.4K sold.

Financial Perspectives first reported a position in TAL in Q4 2019 and held it in 8 quarters. The position peaked at $4.8M in Q1 2021. 209 funds tracked by Wall St. Rank hold TAL as of Q4 2021.

  • Financial Perspectives reported no remaining TAL Education Group position as of Q4 2021 after selling out during the quarter.
  • Financial Perspectives sold 3,415 TAL Education Group shares in Q4 2021, an estimated $15.4K.
  • Financial Perspectives first reported a position in TAL Education Group in Q4 2019 and held it in 8 quarters.
  • Financial Perspectives's TAL Education Group position peaked at $4.8M in Q1 2021.
  • 209 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2021.

Based on Financial Perspectives's 13F filing for Q4 2021, filed 10 Jan 2024.