BerganKDV Wealth Management’s Toro Company TTC Stock Holding History

BerganKDV Wealth Management’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$102K	Sell	1,000 -18	-2%	-$1.85K	0.01%	297
2023 Q1	$113K	Sell	1,018 -1	-0.1%	-$111	0.01%	302
2022 Q4	$115K	Sell	1,019 -9	-0.9%	-$953	0.01%	290
2022 Q3	$89K	Hold	1,028	–	–	0.01%	303
2022 Q2	$78K	Hold	1,028	–	–	0.01%	330
2022 Q1	$88K	Hold	1,028	–	–	0.01%	321
2021 Q4	$103K	Hold	1,028	–	–	0.01%	328
2021 Q3	$100K	Hold	1,028	–	–	0.01%	323
2021 Q2	$113K	Sell	1,028 -1	-0.1%	-$110	0.01%	296
2021 Q1	$106K	Hold	1,029	–	–	0.01%	290
2020 Q4	$98K	Hold	1,029	–	–	0.01%	280
2020 Q3	$86K	Sell	1,029 -1,300	-56%	-$97.3K	0.01%	280
2020 Q2	$155K	Buy	2,329 +1,294	+125%	+$85K	0.03%	237
2020 Q1	$67K	Buy	1,035 +600	+138%	+$45.5K	0.01%	291
2019 Q4	$35K	Buy	+435	New	+$33.3K	0.01%	383

Other funds holding TTC

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BerganKDV Wealth Management's TTC Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Toro Company (TTC) stake by 1.8% in Q2 2023, selling an estimated $1.85K and leaving 1,000 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #297.

BerganKDV Wealth Management first reported a position in TTC in Q4 2019 and has held it in 15 quarters since. The position peaked at $155K in Q2 2020. 498 funds tracked by Wall St. Rank hold TTC as of Q2 2023.

BerganKDV Wealth Management held 1,000 shares of Toro Company worth $102K as of Q2 2023.
BerganKDV Wealth Management sold 18 Toro Company shares in Q2 2023, an estimated $1.85K.
Toro Company made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #297 holding.
BerganKDV Wealth Management first reported a position in Toro Company in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Toro Company position peaked at $155K in Q2 2020.
498 funds tracked by Wall St. Rank held Toro Company as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.