BFIM
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Beese Fulmer Investment Management’s Toyota TM Stock Holding History

Beese Fulmer Investment Management’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
Q3 		– Sell
-150
Closed -$19K – 506
2020
Q2 		$19K Buy
+150
New +$18.6K ﹤0.01% 422

Other funds holding TM

Fisher Asset Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Beese Fulmer Investment Management's TM Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Toyota (TM) in Q3 2020, closing a stake of 150 shares — an estimated $19K sold.

Beese Fulmer Investment Management first reported a position in TM in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Toyota position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 150 Toyota shares in Q3 2020, an estimated $19K.
  • Beese Fulmer Investment Management first reported a position in Toyota in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Toyota position peaked at $19K in Q2 2020.
  • 340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.