Serenity Capital’s TAL Education Group TAL Stock Holding History

Serenity Capital’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
2025 Q1	$382K	Buy	+28,955	New	+$361K	0.23%	7
2021 Q2	–	Sell	-2,993,874	Closed	-$161M	–	6
2021 Q1	$161M	Sell	2,993,874 -227,898	-7%	-$16.7M	38.85%	2
2020 Q4	$230M	Buy	3,221,772 +863,036	+37%	+$62.3M	36.21%	1
2020 Q3	$179M	Sell	2,358,736 -196,863	-8%	-$14.8M	32.94%	2
2020 Q2	$175M	Sell	2,555,599 -200,000	-7%	-$11.4M	40.73%	2
2020 Q1	$147M	Sell	2,755,599 -1,524,699	-36%	-$82M	31.32%	2
2019 Q4	$206M	Sell	4,280,298 -497,500	-10%	-$21.4M	39.72%	2
2019 Q3	$164M	Buy	4,777,798 +1,520,631	+47%	+$52.9M	37.73%	2
2019 Q2	$124M	Sell	3,257,167 -1,634,750	-33%	-$59.1M	37.58%	1
2019 Q1	$177M	Sell	4,891,917 -502,031	-9%	-$16.3M	56.7%	1
2018 Q4	$144M	Hold	5,393,948	–	–	55.51%	1
2018 Q3	$139M	Hold	5,393,948	–	–	52.05%	1
2018 Q2	$198M	Sell	5,393,948 -2,644,224	-33%	-$104M	43.7%	1
2018 Q1	$298M	Buy	8,038,172 +1,064,552	+15%	+$36.5M	54.54%	1
2017 Q4	$207M	Buy	6,973,620 +5,889,978	+544%	+$179M	52.91%	1
2017 Q3	$36.5M	Hold	1,083,642	–	–	10.09%	4
2017 Q2	$22.1M	Hold	1,083,642	–	–	6.22%	5
2017 Q1	$19.2M	Buy	+1,083,642	New	+$15.7M	7.21%	4

Other funds holding TAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Serenity Capital's TAL Position: Q1 2025 in Review

Serenity Capital opened a new position in TAL Education Group (TAL) in Q1 2025: 28,955 shares worth $382K. The stake represents 0.23% of the portfolio and ranks #7 among its holdings. This is a return to the name: Serenity Capital previously reported a position in TAL as recently as Q1 2021.

Serenity Capital first reported a position in TAL in Q1 2017 and has held it in 18 quarters since. The position peaked at $298M in Q1 2018. 250 funds tracked by Wall St. Rank hold TAL as of Q1 2025.

Serenity Capital held 28,955 shares of TAL Education Group worth $382K as of Q1 2025.
TAL Education Group was a new Serenity Capital position in Q1 2025.
TAL Education Group made up 0.23% of Serenity Capital's portfolio in Q1 2025, its #7 holding.
Serenity Capital first reported a position in TAL Education Group in Q1 2017 and has held it in 18 quarters since.
Serenity Capital's TAL Education Group position peaked at $298M in Q1 2018.
250 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2025.

Based on Serenity Capital's 13F filing for Q1 2025, filed 15 May 2025.