LPL Financial
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LPL Financial’s TAL Education Group TAL Stock Holding History

LPL Financial’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
Q2 		– Sell
-6,641
Closed -$358K – 4301
2021
Q1 		$358K Buy
6,641
+121
+2% +$8.86K ﹤0.01% 3334
2020
Q4 		$466K Buy
6,520
+574
+10% +$41.4K ﹤0.01% 2825
2020
Q3 		$452K Sell
5,946
-1,029
-15% -$77.6K ﹤0.01% 2555
2020
Q2 		$477K Sell
6,975
-1,954
-22% -$112K ﹤0.01% 2431
2020
Q1 		$476K Buy
8,929
+128
+1% +$6.88K ﹤0.01% 2133
2019
Q4 		$424K Buy
+8,801
New +$378K ﹤0.01% 2510
2019
Q2 		– Sell
-10,542
Closed -$380K – 3342
2019
Q1 		$380K Buy
10,542
+1,537
+17% +$49.9K ﹤0.01% 2445
2018
Q4 		$240K Sell
9,005
-4,263
-32% -$113K ﹤0.01% 2660
2018
Q3 		$341K Sell
13,268
-7,599
-36% -$246K ﹤0.01% 2569
2018
Q2 		$768K Sell
20,867
-10,277
-33% -$404K ﹤0.01% 1837
2018
Q1 		$1.16M Sell
31,144
-4,658
-13% -$160K ﹤0.01% 1505
2017
Q4 		$1.06M Buy
35,802
+5,045
+16% +$153K ﹤0.01% 1487
2017
Q3 		$1.04M Sell
30,757
-317
-1% -$8.93K ﹤0.01% 1404
2017
Q2 		$633K Buy
31,074
+2,460
+9% +$48.3K ﹤0.01% 1699
2017
Q1 		$507K Sell
28,614
-2,286
-7% -$33.1K ﹤0.01% 1788
2016
Q4 		$370K Buy
30,900
+1,554
+5% +$19K ﹤0.01% 2004
2016
Q3 		$343K Sell
29,346
-3,090
-10% -$32.6K ﹤0.01% 2019
2016
Q2 		$338K Buy
+32,436
New +$297K ﹤0.01% 1984
2014
Q4 		– Sell
-89,970
Closed -$516K – 2789
2014
Q3 		$516K Buy
+89,970
New +$478K ﹤0.01% 1759
2013
Q4 		– Sell
-242,988
Closed -$607K – 2696
2013
Q3 		$607K Buy
+242,988
New +$495K ﹤0.01% 1496

Other funds holding TAL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's TAL Position: Q2 2021 in Review

LPL Financial sold out of TAL Education Group (TAL) in Q2 2021, closing a stake of 6,641 shares — an estimated $358K sold.

LPL Financial first reported a position in TAL in Q3 2013 and held it in 20 quarters. The position peaked at $1.16M in Q1 2018. 279 funds tracked by Wall St. Rank hold TAL as of Q2 2021.

  • LPL Financial reported no remaining TAL Education Group position as of Q2 2021 after selling out during the quarter.
  • LPL Financial sold 6,641 TAL Education Group shares in Q2 2021, an estimated $358K.
  • LPL Financial first reported a position in TAL Education Group in Q3 2013 and held it in 20 quarters.
  • LPL Financial's TAL Education Group position peaked at $1.16M in Q1 2018.
  • 279 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2021.

Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.