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 $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return