Blue Trust Inc’s Toyota TM Stock Holding History

Blue Trust Inc’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
2026 Q1	$696K	Sell	3,380 -580	-15%	-$131K	0.01%	376
2025 Q4	$848K	Sell	3,960 -1,117	-22%	-$227K	0.01%	322
2025 Q3	$970K	Buy	5,077 +161	+3%	+$30.3K	0.01%	309
2025 Q2	$847K	Buy	4,916 +68	+1%	+$12.3K	0.01%	319
2025 Q1	$856K	Buy	4,848 +370	+8%	+$68.9K	0.01%	274
2024 Q4	$871K	Sell	4,478 -5,300	-54%	-$932K	0.01%	252
2024 Q3	$2M	Buy	9,778 +5,410	+124%	+$1.01M	0.03%	152
2024 Q2	$1.1M	Buy	4,368 +3,086	+241%	+$683K	0.02%	205
2024 Q1	$323K	Sell	1,282 -130	-9%	-$28.8K	﹤0.01%	377
2023 Q4	$254K	Buy	1,412 +724	+105%	+$132K	﹤0.01%	379
2023 Q3	$110K	Buy	688 +189	+38%	+$32.3K	﹤0.01%	594
2023 Q2	$71K	Sell	499 -1,177	-70%	-$169K	﹤0.01%	586
2023 Q1	$229K	Buy	1,676 +151	+10%	+$21.2K	﹤0.01%	494
2022 Q4	$199K	Buy	1,525 +984	+182%	+$137K	﹤0.01%	456
2022 Q3	$83K	Buy	541 +433	+401%	+$65.7K	﹤0.01%	599
2022 Q2	$20K	Buy	+108	New	+$17.9K	﹤0.01%	959

Other funds holding TM

Fisher Asset Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments

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

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

Bank of America

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return