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Marietta Investment Partners’s TAL Education Group TAL Stock Holding History

Marietta Investment 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
2021
Q2 		– Sell
-90,642
Closed -$4.88M – 183
2021
Q1 		$4.88M Sell
90,642
-25,813
-22% -$1.89M 1.21% 28
2020
Q4 		$8.33M Sell
116,455
-2,232
-2% -$161K 2.12% 14
2020
Q3 		$9.03M Sell
118,687
-43,360
-27% -$3.27M 2.73% 12
2020
Q2 		$11.1M Sell
162,047
-13,308
-8% -$761K 3.68% 3
2020
Q1 		$9.34M Sell
175,355
-29,877
-15% -$1.61M 4.01% 4
2019
Q4 		$9.89M Sell
205,232
-18,309
-8% -$787K 3.23% 7
2019
Q3 		$7.65M Sell
223,541
-2,342
-1% -$81.5K 2.63% 10
2019
Q2 		$8.61M Sell
225,883
-17,831
-7% -$645K 2.83% 7
2019
Q1 		$8.79M Buy
243,714
+11,396
+5% +$370K 2.77% 7
2018
Q4 		$6.2M Buy
232,318
+26,442
+13% +$701K 2.37% 11
2018
Q3 		$5.29M Sell
205,876
-21,630
-10% -$699K 1.57% 24
2018
Q2 		$8.37M Sell
227,506
-5,706
-2% -$224K 2.6% 10
2018
Q1 		$8.65M Sell
233,212
-56,772
-20% -$1.95M 2.59% 9
2017
Q4 		$8.62M Sell
289,984
-6,092
-2% -$185K 2.45% 9
2017
Q3 		$9.98M Sell
296,076
-56,676
-16% -$1.6M 2.99% 5
2017
Q2 		$7.19M Sell
352,752
-201,318
-36% -$3.95M 2.31% 11
2017
Q1 		$9.84M Buy
554,070
+13,962
+3% +$202K 3.28% 4
2016
Q4 		$6.32M Sell
540,108
-25,404
-4% -$311K 2.22% 10
2016
Q3 		$6.68M Buy
565,512
+81,720
+17% +$862K 2.17% 13
2016
Q2 		$5M Buy
+483,792
New +$4.44M 1.79% 22

Other funds holding TAL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $550B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 8.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marietta Investment Partners's TAL Position: Q2 2021 in Review

Marietta Investment Partners sold out of TAL Education Group (TAL) in Q2 2021, closing a stake of 90,642 shares — an estimated $4.88M sold.

Marietta Investment Partners first reported a position in TAL in Q2 2016 and held it in 20 quarters. The position peaked at $11.1M in Q2 2020. 280 funds tracked by Wall St. Rank hold TAL as of Q2 2021.

  • Marietta Investment Partners reported no remaining TAL Education Group position as of Q2 2021 after selling out during the quarter.
  • Marietta Investment Partners sold 90,642 TAL Education Group shares in Q2 2021, an estimated $4.88M.
  • Marietta Investment Partners first reported a position in TAL Education Group in Q2 2016 and held it in 20 quarters.
  • Marietta Investment Partners's TAL Education Group position peaked at $11.1M in Q2 2020.
  • 280 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2021.

Based on Marietta Investment Partners's 13F filing for Q2 2021, filed 13 Aug 2021.