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UG Investment Advisers’s TAL Education Group TAL Stock Holding History

UG Investment Advisers’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
2023
Q3 		– Sell
-603,185
Closed -$3.59M – 22
2023
Q2 		$3.59M Hold
603,185
– – 1.92% 8
2023
Q1 		$3.87M Hold
603,185
– – 2.81% 9
2022
Q4 		$4.25M Buy
+603,185
New +$3.34M 2.54% 13
2021
Q3 		$7.17M Buy
1,482,216
+889,884
+150% +$7.9M 18.62% 3
2021
Q2 		$14.9M Buy
+592,332
New +$26.5M 28.94% 1
2017
Q4 		– Sell
-891,732
Closed -$30.1M – 7
2017
Q3 		$30.1M Hold
891,732
– – 14.64% 2
2017
Q2 		$18.2M Hold
891,732
– – 10.73% 2
2017
Q1 		$15.8M Sell
891,732
-1,554,540
-64% -$22.5M 11.43% 2
2016
Q4 		$28.6M Buy
+2,446,272
New +$29.9M 22.26% 2

Other funds holding TAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
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
SLM
Snow Lake Management Menlo Park, California $90.7M AUM 72.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UG Investment Advisers's TAL Position: Q3 2023 in Review

UG Investment Advisers sold out of TAL Education Group (TAL) in Q3 2023, closing a stake of 603,185 shares — an estimated $3.59M sold.

UG Investment Advisers first reported a position in TAL in Q4 2016 and held it in 9 quarters. The position peaked at $30.1M in Q3 2017. 193 funds tracked by Wall St. Rank hold TAL as of Q3 2023.

  • UG Investment Advisers reported no remaining TAL Education Group position as of Q3 2023 after selling out during the quarter.
  • UG Investment Advisers sold 603,185 TAL Education Group shares in Q3 2023, an estimated $3.59M.
  • UG Investment Advisers first reported a position in TAL Education Group in Q4 2016 and held it in 9 quarters.
  • UG Investment Advisers's TAL Education Group position peaked at $30.1M in Q3 2017.
  • 193 funds tracked by Wall St. Rank held TAL Education Group as of Q3 2023.

Based on UG Investment Advisers's 13F filing for Q3 2023, filed 3 Nov 2023.