First Trust Advisors’s TAL Education Group TAL Stock Holding History

First Trust Advisors’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
2024 Q2	–	Sell	-223,628	Closed	-$2.54M	–	2421
2024 Q1	$2.54M	Buy	+223,628	New	+$2.78M	﹤0.01%	1628
2023 Q4	–	Sell	-489,145	Closed	-$4.46M	–	2432
2023 Q3	$4.46M	Buy	+489,145	New	+$3.43M	0.01%	1271
2023 Q1	–	Sell	-89,678	Closed	-$632K	–	2472
2022 Q4	$632K	Sell	89,678 -105,999	-54%	-$587K	﹤0.01%	2111
2022 Q3	$967K	Sell	195,677 -9,201	-4%	-$45.6K	﹤0.01%	2011
2022 Q2	$998K	Buy	204,878 +61,665	+43%	+$236K	﹤0.01%	1987
2022 Q1	$431K	Sell	143,213 -6,662	-4%	-$20.5K	﹤0.01%	2291
2021 Q4	$589K	Buy	149,875 +124,629	+494%	+$563K	﹤0.01%	2240
2021 Q3	$122K	Sell	25,246 -37,455	-60%	-$332K	﹤0.01%	2490
2021 Q2	$1.58M	Sell	62,701 -23,986	-28%	-$1.07M	﹤0.01%	1888
2021 Q1	$4.67M	Buy	86,687 +7,896	+10%	+$578K	0.01%	1281
2020 Q4	$5.63M	Sell	78,791 -23,616	-23%	-$1.7M	0.01%	1050
2020 Q3	$7.79M	Sell	102,407 -6,698	-6%	-$505K	0.01%	828
2020 Q2	$7.46M	Buy	109,105 +16,391	+18%	+$937K	0.01%	833
2020 Q1	$4.94M	Buy	92,714 +4,669	+5%	+$251K	0.01%	866
2019 Q4	$4.24M	Sell	88,045 -13,152	-13%	-$565K	0.01%	1169
2019 Q3	$3.46M	Sell	101,197 -15,460	-13%	-$538K	0.01%	1233
2019 Q2	$4.45M	Sell	116,657 -116,043	-50%	-$4.2M	0.01%	1130
2019 Q1	$8.4M	Sell	232,700 -19,153	-8%	-$621K	0.02%	827
2018 Q4	$6.72M	Buy	251,853 +127,457	+102%	+$3.38M	0.02%	858
2018 Q3	$3.2M	Sell	124,396 -53,145	-30%	-$1.72M	0.01%	1395
2018 Q2	$6.53M	Sell	177,541 -44,734	-20%	-$1.76M	0.01%	965
2018 Q1	$8.24M	Buy	222,275 +22,797	+11%	+$782K	0.02%	825
2017 Q4	$5.93M	Sell	199,478 -24,281	-11%	-$738K	0.01%	961
2017 Q3	$7.54M	Buy	223,759 +108,703	+94%	+$3.06M	0.02%	871
2017 Q2	$2.35M	Sell	115,056 -11,058	-9%	-$217K	0.01%	1381
2017 Q1	$2.24M	Buy	126,114 +38,202	+43%	+$554K	0.01%	1426
2016 Q4	$1.03M	Sell	87,912 -24,204	-22%	-$296K	﹤0.01%	1806
2016 Q3	$1.32M	Sell	112,116 -12,078	-10%	-$127K	﹤0.01%	1555
2016 Q2	$1.28M	Buy	+124,194	New	+$1.14M	﹤0.01%	1547
2015 Q4	–	Sell	-287,514	Closed	-$1.54M	–	2299
2015 Q3	$1.54M	Sell	287,514 -90,312	-24%	-$487K	﹤0.01%	1527
2015 Q2	$2.22M	Sell	377,826 -616,686	-62%	-$3.73M	0.01%	1465
2015 Q1	$5.51M	Sell	994,512 -174,690	-15%	-$889K	0.02%	1008
2014 Q4	$5.47M	Buy	1,169,202 +1,065,774	+1,030%	+$5.59M	0.02%	1003
2014 Q3	$602K	Buy	103,428 +11,340	+12%	+$60.3K	﹤0.01%	1867
2014 Q2	$422K	Sell	92,088 -323,220	-78%	-$1.28M	﹤0.01%	1970
2014 Q1	$1.56M	Buy	415,308 +19,992	+5%	+$79K	0.01%	1509
2013 Q4	$1.45M	Buy	+395,316	New	+$1.22M	0.01%	1487

Other funds holding TAL

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

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Norges Bank Oslo, Norway $935B AUM

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

First Trust Advisors's TAL Position: Q2 2024 in Review

First Trust Advisors sold out of TAL Education Group (TAL) in Q2 2024, closing a stake of 223,628 shares — an estimated $2.54M sold.

First Trust Advisors first reported a position in TAL in Q4 2013 and held it in 37 quarters. The position peaked at $8.4M in Q1 2019. 240 funds tracked by Wall St. Rank hold TAL as of Q2 2024.

First Trust Advisors reported no remaining TAL Education Group position as of Q2 2024 after selling out during the quarter.
First Trust Advisors sold 223,628 TAL Education Group shares in Q2 2024, an estimated $2.54M.
First Trust Advisors first reported a position in TAL Education Group in Q4 2013 and held it in 37 quarters.
First Trust Advisors's TAL Education Group position peaked at $8.4M in Q1 2019.
240 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2024.

Based on First Trust Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.