FormulaFolio Investments’s TAL Education Group TAL Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-3,478	Closed	-$249K	–	777
2020 Q4	$249K	Sell	3,478 -551	-14%	-$39.8K	0.01%	571
2020 Q3	$306K	Sell	4,029 -400	-9%	-$30.2K	0.01%	254
2020 Q2	$303K	Sell	4,429 -715	-14%	-$40.9K	0.01%	234
2020 Q1	$274K	Sell	5,144 -108	-2%	-$5.81K	0.01%	228
2019 Q4	$253K	Buy	+5,252	New	+$226K	0.01%	329
2019 Q3	–	Sell	-5,253	Closed	-$200K	–	372
2019 Q2	$200K	Buy	+5,253	New	+$190K	0.01%	308

Other funds holding TAL

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

FormulaFolio Investments's TAL Position: Q1 2021 in Review

FormulaFolio Investments sold out of TAL Education Group (TAL) in Q1 2021, closing a stake of 3,478 shares — an estimated $249K sold.

FormulaFolio Investments first reported a position in TAL in Q2 2019 and held it in 6 quarters. The position peaked at $306K in Q3 2020. 356 funds tracked by Wall St. Rank hold TAL as of Q1 2021.

FormulaFolio Investments reported no remaining TAL Education Group position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 3,478 TAL Education Group shares in Q1 2021, an estimated $249K.
FormulaFolio Investments first reported a position in TAL Education Group in Q2 2019 and held it in 6 quarters.
FormulaFolio Investments's TAL Education Group position peaked at $306K in Q3 2020.
356 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.