Bedel Financial Consulting’s Toyota TM Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-105	Closed	-$19K	–	826
2022 Q1	$19K	Hold	105	–	–	0.01%	557
2021 Q4	$19K	Hold	105	–	–	0.01%	572
2021 Q3	$19K	Hold	105	–	–	0.01%	559
2021 Q2	$18K	Hold	105	–	–	0.01%	584
2021 Q1	$16K	Hold	105	–	–	0.01%	565
2020 Q4	$16K	Hold	105	–	–	0.01%	486
2020 Q3	$14K	Hold	105	–	–	0.01%	474
2020 Q2	$13K	Sell	105 -240	-70%	-$29.8K	0.01%	454
2020 Q1	$41K	Hold	345	–	–	0.03%	292
2019 Q4	$48K	Hold	345	–	–	0.03%	294
2019 Q3	$46K	Hold	345	–	–	0.03%	292
2019 Q2	$43K	Hold	345	–	–	0.03%	299
2019 Q1	$41K	Hold	345	–	–	0.03%	299
2018 Q4	$40K	Hold	345	–	–	0.03%	282
2018 Q3	$40K	Hold	345	–	–	0.03%	299
2018 Q2	$44K	Hold	345	–	–	0.03%	285
2018 Q1	$45K	Buy	+345	New	+$46.2K	0.03%	279

Other funds holding TM

Fisher Asset Management

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

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

Bank of America

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Fidelity Investments

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