WT Asset Management’s TAL Education Group TAL Stock Holding History

WT Asset Management’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	–	Sell	-104,000	Closed	-$1.04M	–	47
2024 Q4	$1.04M	Buy	+104,000	New	+$1.09M	0.11%	39
2024 Q3	–	Sell	-2,151,755	Closed	-$23M	–	42
2024 Q2	$23M	Sell	2,151,755 -1,068,768	-33%	-$12.6M	2.24%	15
2024 Q1	$36.6M	Sell	3,220,523 -281,456	-8%	-$3.5M	3.68%	12
2023 Q4	$44.2M	Buy	3,501,979 +1,824,094	+109%	+$18.9M	5.56%	6
2023 Q3	$15.3M	Buy	+1,677,885	New	+$11.8M	1.7%	13
2021 Q4	–	Sell	-2,319,701	Closed	-$11.2M	–	20
2021 Q3	$11.2M	Buy	2,319,701 +906,381	+64%	+$8.04M	1.11%	17
2021 Q2	$35.7M	Buy	+1,413,320	New	+$63.1M	6.04%	7
2020 Q4	–	Sell	-88,200	Closed	-$6.71M	–	14
2020 Q3	$6.71M	Sell	88,200 -1,086,393	-92%	-$81.9M	1.58%	10
2020 Q2	$80.3M	Buy	1,174,593 +593,110	+102%	+$33.9M	19.32%	1
2020 Q1	$31M	Buy	581,483 +32,883	+6%	+$1.77M	5.71%	7
2019 Q4	$26.4M	Buy	+548,600	New	+$23.6M	8.17%	4
2019 Q2	–	Sell	-44,900	Closed	-$1.62M	–	40
2019 Q1	$1.62M	Sell	44,900 -9,300	-17%	-$302K	0.63%	19
2018 Q4	$1.45M	Buy	+54,200	New	+$1.44M	0.85%	15

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

WT Asset Management's TAL Position: Q1 2025 in Review

WT Asset Management sold out of TAL Education Group (TAL) in Q1 2025, closing a stake of 104,000 shares — an estimated $1.04M sold.

WT Asset Management first reported a position in TAL in Q4 2018 and held it in 13 quarters. The position peaked at $80.3M in Q2 2020. 250 funds tracked by Wall St. Rank hold TAL as of Q1 2025.

WT Asset Management reported no remaining TAL Education Group position as of Q1 2025 after selling out during the quarter.
WT Asset Management sold 104,000 TAL Education Group shares in Q1 2025, an estimated $1.04M.
WT Asset Management first reported a position in TAL Education Group in Q4 2018 and held it in 13 quarters.
WT Asset Management's TAL Education Group position peaked at $80.3M in Q2 2020.
250 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2025.

Based on WT Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.