Berman Capital Advisors’s Toyota TM Stock Holding History

Berman Capital Advisors’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
2021 Q3	$76K	Buy	430 +26	+6%	+$4.64K	0.01%	527
2021 Q2	$70K	Buy	404 +1	+0.2%	+$164	0.01%	474
2021 Q1	$63K	Buy	403 +24	+6%	+$3.63K	0.01%	407
2020 Q4	$58K	Sell	379 -1	-0.3%	-$140	0.01%	371
2020 Q3	$50K	Sell	380 -27	-7%	-$3.51K	0.01%	343
2020 Q2	$51K	Buy	407 +6	+1%	+$744	0.01%	322
2020 Q1	$47K	Buy	401 +79	+25%	+$10.5K	0.02%	304
2019 Q4	$45K	Buy	322 +1	+0.3%	+$140	0.01%	340
2019 Q3	$43K	Hold	321	–	–	0.01%	336
2019 Q2	$39K	Buy	321 +47	+17%	+$5.73K	0.01%	352
2019 Q1	$32K	Buy	274 +223	+437%	+$27K	0.01%	354
2018 Q4	$5K	Buy	+51	New	+$6.04K	﹤0.01%	701

Other funds holding TM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

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

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

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

Berman Capital Advisors's TM Position: Q3 2021 in Review

Berman Capital Advisors increased its Toyota (TM) stake by 6.4% in Q3 2021, buying an estimated $4.64K and bringing the position to 430 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #527.

Berman Capital Advisors first reported a position in TM in Q4 2018 and has held it in 12 quarters since. 428 funds tracked by Wall St. Rank hold TM as of Q3 2021.

Berman Capital Advisors held 430 shares of Toyota worth $76K as of Q3 2021.
Berman Capital Advisors bought 26 Toyota shares in Q3 2021, an estimated $4.64K.
Toyota made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #527 holding.
Berman Capital Advisors first reported a position in Toyota in Q4 2018 and has held it in 12 quarters since.
428 funds tracked by Wall St. Rank held Toyota as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.