Steph & Co’s TAL Education Group TAL Stock Holding History

Steph & Co’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 Q1	–	Sell	-475	Closed	-$6K	–	289
2023 Q4	$6K	Hold	475	–	–	﹤0.01%	228
2023 Q3	$4.33K	Hold	475	–	–	﹤0.01%	280
2023 Q2	$2.83K	Hold	475	–	–	﹤0.01%	237
2023 Q1	$3.04K	Hold	475	–	–	﹤0.01%	231
2022 Q4	$3K	Hold	475	–	–	﹤0.01%	238
2022 Q3	$2K	Hold	475	–	–	﹤0.01%	228
2022 Q2	$2K	Hold	475	–	–	﹤0.01%	228
2022 Q1	$1K	Hold	475	–	–	﹤0.01%	291
2021 Q4	$2K	Hold	475	–	–	﹤0.01%	298
2021 Q3	$2K	Buy	+475	New	+$4.21K	﹤0.01%	266

Other funds holding TAL

BlackRock New York $5.72T AUM 30.48% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

Steph & Co's TAL Position: Q1 2024 in Review

Steph & Co sold out of TAL Education Group (TAL) in Q1 2024, closing a stake of 475 shares — an estimated $6K sold.

Steph & Co first reported a position in TAL in Q3 2021 and held it in 10 quarters. The position peaked at $6K in Q4 2023. 241 funds tracked by Wall St. Rank hold TAL as of Q1 2024.

Steph & Co reported no remaining TAL Education Group position as of Q1 2024 after selling out during the quarter.
Steph & Co sold 475 TAL Education Group shares in Q1 2024, an estimated $6K.
Steph & Co first reported a position in TAL Education Group in Q3 2021 and held it in 10 quarters.
Steph & Co's TAL Education Group position peaked at $6K in Q4 2023.
241 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2024.

Based on Steph & Co's 13F filing for Q1 2024, filed 12 Apr 2024.