Trivest Advisors’s TAL Education Group TAL Stock Holding History

Trivest Advisors’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
2020 Q4	–	Sell	-320,000	Closed	-$24.3M	–	25
2020 Q3	$24.3M	Sell	320,000 -1,391,000	-81%	-$105M	3.73%	7
2020 Q2	$117M	Buy	1,711,000 +151,000	+10%	+$8.64M	15.8%	4
2020 Q1	$83.1M	Sell	1,560,000 -400,000	-20%	-$21.5M	16.76%	3
2019 Q4	$94.5M	Buy	+1,960,000	New	+$84.2M	26.58%	1

Other funds holding TAL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BAM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Trivest Advisors's TAL Position: Q4 2020 in Review

Trivest Advisors sold out of TAL Education Group (TAL) in Q4 2020, closing a stake of 320,000 shares — an estimated $24.3M sold.

Trivest Advisors first reported a position in TAL in Q4 2019 and held it in 4 quarters. The position peaked at $117M in Q2 2020. 349 funds tracked by Wall St. Rank hold TAL as of Q4 2020.

Trivest Advisors reported no remaining TAL Education Group position as of Q4 2020 after selling out during the quarter.
Trivest Advisors sold 320,000 TAL Education Group shares in Q4 2020, an estimated $24.3M.
Trivest Advisors first reported a position in TAL Education Group in Q4 2019 and held it in 4 quarters.
Trivest Advisors's TAL Education Group position peaked at $117M in Q2 2020.
349 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2020.

Based on Trivest Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.