Bingham Osborn & Scarborough’s Toyota TM Stock Holding History

Bingham Osborn & Scarborough’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 Q4	–	Sell	-1,661	Closed	-$220K	–	166
2020 Q3	$220K	Sell	1,661 -102	-6%	-$13.3K	0.02%	151
2020 Q2	$221K	Buy	1,763 +6	+0.3%	+$744	0.02%	144
2020 Q1	$211K	Sell	1,757 -7	-0.4%	-$934	0.02%	136
2019 Q4	$248K	Hold	1,764	–	–	0.02%	142
2019 Q3	$237K	Sell	1,764 -30	-2%	-$3.93K	0.02%	134
2019 Q2	$222K	Buy	1,794 +52	+3%	+$6.34K	0.02%	138
2019 Q1	$206K	Buy	+1,742	New	+$211K	0.02%	138
2018 Q4	–	Sell	-1,725	Closed	-$215K	–	147
2018 Q3	$215K	Buy	1,725 +106	+7%	+$13.4K	0.02%	136
2018 Q2	$209K	Buy	1,619 +56	+4%	+$7.38K	0.02%	134
2018 Q1	$204K	Sell	1,563 -11	-0.7%	-$1.47K	0.02%	140
2017 Q4	$200K	Buy	+1,574	New	+$196K	0.02%	127

Other funds holding TM

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

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

PPA

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bingham Osborn & Scarborough's TM Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of Toyota (TM) in Q4 2020, closing a stake of 1,661 shares — an estimated $220K sold.

Bingham Osborn & Scarborough first reported a position in TM in Q4 2017 and held it in 11 quarters. The position peaked at $248K in Q4 2019. 399 funds tracked by Wall St. Rank hold TM as of Q4 2020.

Bingham Osborn & Scarborough reported no remaining Toyota position as of Q4 2020 after selling out during the quarter.
Bingham Osborn & Scarborough sold 1,661 Toyota shares in Q4 2020, an estimated $220K.
Bingham Osborn & Scarborough first reported a position in Toyota in Q4 2017 and held it in 11 quarters.
Bingham Osborn & Scarborough's Toyota position peaked at $248K in Q4 2019.
399 funds tracked by Wall St. Rank held Toyota as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.