Beach Investment Counsel’s Toyota TM Stock Holding History

Beach Investment Counsel’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
2024 Q4	–	Sell	-300	Closed	-$54K	–	205
2024 Q3	$54K	Hold	300	–	–	0.01%	173
2024 Q2	$61K	Buy	+300	New	+$66.4K	0.01%	171

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Beach Investment Counsel's TM Position: Q4 2024 in Review

Beach Investment Counsel sold out of Toyota (TM) in Q4 2024, closing a stake of 300 shares — an estimated $54K sold.

Beach Investment Counsel first reported a position in TM in Q2 2024 and held it in 2 quarters. The position peaked at $61K in Q2 2024. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.

Beach Investment Counsel reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 300 Toyota shares in Q4 2024, an estimated $54K.
Beach Investment Counsel first reported a position in Toyota in Q2 2024 and held it in 2 quarters.
Beach Investment Counsel's Toyota position peaked at $61K in Q2 2024.
608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.