Wasatch Advisors’s TAL Education Group TAL Stock Holding History

Wasatch 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
2021 Q2	–	Sell	-6,998	Closed	-$377K	–	287
2021 Q1	$377K	Buy	6,998 +3,865	+123%	+$283K	﹤0.01%	266
2020 Q4	$224K	Buy	+3,133	New	+$226K	﹤0.01%	251
2017 Q4	–	Sell	-31,283	Closed	-$1.05M	–	325
2017 Q3	$1.05M	Sell	31,283 -22,285	-42%	-$628K	0.01%	275
2017 Q2	$1.09M	Sell	53,568 -11,832	-18%	-$232K	0.02%	294
2017 Q1	$1.16M	Sell	65,400 -11,544	-15%	-$167K	0.02%	297
2016 Q4	$900K	Hold	76,944	–	–	0.01%	312
2016 Q3	$908K	Sell	76,944 -29,772	-28%	-$314K	0.01%	313
2016 Q2	$1.1M	Buy	106,716 +68,916	+182%	+$632K	0.02%	311
2016 Q1	$313K	Sell	37,800 -210,600	-85%	-$1.68M	﹤0.01%	355
2015 Q4	$1.92M	Sell	248,400 -241,800	-49%	-$1.65M	0.03%	281
2015 Q3	$2.63M	Sell	490,200 -450,600	-48%	-$2.43M	0.04%	265
2015 Q2	$5.54M	Sell	940,800 -318,000	-25%	-$1.93M	0.06%	237
2015 Q1	$6.97M	Sell	1,258,800 -96,000	-7%	-$488K	0.07%	205
2014 Q4	$6.34M	Buy	1,354,800 +432,000	+47%	+$2.26M	0.07%	219
2014 Q3	$5.37M	Buy	+922,800	New	+$4.91M	0.06%	238

Other funds holding TAL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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