Allen Investment Management’s Toast TOST Stock Holding History

Allen Investment Management’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-77,034	Closed	-$1.44M	–	227
2023 Q3	$1.44M	Hold	77,034	–	–	0.02%	112
2023 Q2	$1.74M	Hold	77,034	–	–	0.03%	105
2023 Q1	$1.37M	Hold	77,034	–	–	0.02%	115
2022 Q4	$1.39M	Hold	77,034	–	–	0.02%	107
2022 Q3	$1.29M	Buy	77,034 +21,566	+39%	+$374K	0.02%	113
2022 Q2	$718K	Buy	+55,468	New	+$919K	0.01%	142

Other funds holding TOST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Allen Investment Management's TOST Position: Q4 2023 in Review

Allen Investment Management sold out of Toast (TOST) in Q4 2023, closing a stake of 77,034 shares — an estimated $1.44M sold.

Allen Investment Management first reported a position in TOST in Q2 2022 and held it in 6 quarters. The position peaked at $1.74M in Q2 2023. 442 funds tracked by Wall St. Rank hold TOST as of Q4 2023.

Allen Investment Management reported no remaining Toast position as of Q4 2023 after selling out during the quarter.
Allen Investment Management sold 77,034 Toast shares in Q4 2023, an estimated $1.44M.
Allen Investment Management first reported a position in Toast in Q2 2022 and held it in 6 quarters.
Allen Investment Management's Toast position peaked at $1.74M in Q2 2023.
442 funds tracked by Wall St. Rank held Toast as of Q4 2023.

Based on Allen Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.