Aperio Group’s Toyota TM Stock Holding History

Aperio Group’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$90.5M	Sell	585,550 -23,119	-4%	-$3.23M	0.27%	60
2020 Q3	$80.6M	Sell	608,669 -13,533	-2%	-$1.76M	0.27%	61
2020 Q2	$78.2M	Sell	622,202 -34,334	-5%	-$4.26M	0.29%	57
2020 Q1	$78.8M	Buy	656,536 +11,131	+2%	+$1.49M	0.35%	53
2019 Q4	$90.7M	Buy	645,405 +20,732	+3%	+$2.9M	0.33%	53
2019 Q3	$84M	Buy	624,673 +32,753	+6%	+$4.29M	0.33%	50
2019 Q2	$73.4M	Buy	591,920 +14,326	+2%	+$1.75M	0.3%	60
2019 Q1	$68.2M	Sell	577,594 -1,934	-0.3%	-$234K	0.29%	63
2018 Q4	$67.3M	Buy	579,528 +111,438	+24%	+$13.2M	0.34%	54
2018 Q3	$58.2M	Sell	468,090 -51,157	-10%	-$6.47M	0.26%	77
2018 Q2	$66.9M	Buy	519,247 +23,960	+5%	+$3.16M	0.32%	56
2018 Q1	$64.6M	Buy	495,287 +45,874	+10%	+$6.15M	0.32%	60
2017 Q4	$57.2M	Buy	449,413 +30,496	+7%	+$3.8M	0.29%	63
2017 Q3	$49.9M	Buy	418,917 +45,693	+12%	+$5.18M	0.28%	71
2017 Q2	$39.2M	Buy	373,224 +2,800	+0.8%	+$299K	0.24%	88
2017 Q1	$40.2M	Sell	370,424 -17,079	-4%	-$1.96M	0.28%	71
2016 Q4	$45.4M	Sell	387,503 -154,734	-29%	-$18M	0.35%	51
2016 Q3	$62.9M	Buy	542,237 +76,761	+16%	+$8.79M	0.46%	37
2016 Q2	$46.5M	Buy	465,476 +49,826	+12%	+$5.12M	0.36%	51
2016 Q1	$44.2M	Sell	415,650 -119,227	-22%	-$13.2M	0.38%	50
2015 Q4	$65.8M	Buy	534,877 +87,678	+20%	+$10.8M	0.6%	26
2015 Q3	$52.4M	Buy	447,199 +24,636	+6%	+$3.09M	0.53%	29
2015 Q2	$56.5M	Buy	422,563 +55,078	+15%	+$7.59M	0.58%	23
2015 Q1	$51.4M	Buy	367,485 +34,175	+10%	+$4.56M	0.58%	24
2014 Q4	$41.8M	Buy	333,310 +27,029	+9%	+$3.25M	0.52%	29
2014 Q3	$36M	Buy	306,281 +39,440	+15%	+$4.65M	0.49%	32
2014 Q2	$31.9M	Buy	266,841 +20,015	+8%	+$2.23M	0.46%	32
2014 Q1	$27.9M	Buy	+246,826	New	+$28.5M	0.39%	35
2013 Q4	–	Sell	-188,201	Closed	-$23.7M	–	36
2013 Q3	$24.1M	Buy	188,201 +26,346	+16%	+$3.35M	0.46%	28
2013 Q2	$19.5M	Buy	+161,855	New	+$18.9M	0.46%	29

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Aperio Group's TM Position: Q4 2020 in Review

Aperio Group reduced its Toyota (TM) stake by 3.8% in Q4 2020, selling an estimated $3.23M and leaving 585,550 shares worth $90.5M. The position accounts for 0.27% of the portfolio, ranked #60.

Aperio Group first reported a position in TM in Q2 2013 and has held it in 30 quarters since. The position peaked at $90.7M in Q4 2019. 399 funds tracked by Wall St. Rank hold TM as of Q4 2020.

Aperio Group held 585,550 shares of Toyota worth $90.5M as of Q4 2020.
Aperio Group sold 23,119 Toyota shares in Q4 2020, an estimated $3.23M.
Toyota made up 0.27% of Aperio Group's portfolio in Q4 2020, its #60 holding.
Aperio Group first reported a position in Toyota in Q2 2013 and has held it in 30 quarters since.
Aperio Group's Toyota position peaked at $90.7M in Q4 2019.
399 funds tracked by Wall St. Rank held Toyota as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.