Boston Trust Walden’s Toyota TM Stock Holding History

Boston Trust Walden’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
2022 Q3	–	Sell	-3,730	Closed	-$575K	–	370
2022 Q2	$575K	Sell	3,730 -100	-3%	-$16.5K	0.01%	297
2022 Q1	$690K	Sell	3,830 -25	-0.6%	-$4.67K	0.01%	296
2021 Q4	$714K	Sell	3,855 -25	-0.6%	-$4.5K	0.01%	308
2021 Q3	$690K	Hold	3,880	–	–	0.01%	304
2021 Q2	$678K	Buy	3,880 +1,950	+101%	+$320K	0.01%	308
2021 Q1	$301K	Hold	1,930	–	–	﹤0.01%	346
2020 Q4	$298K	Hold	1,930	–	–	﹤0.01%	347
2020 Q3	$256K	Hold	1,930	–	–	﹤0.01%	349
2020 Q2	$242K	Hold	1,930	–	–	﹤0.01%	347
2020 Q1	$232K	Sell	1,930 -1,450	-43%	-$194K	﹤0.01%	335
2019 Q4	$475K	Buy	3,380 +25	+0.7%	+$3.49K	0.01%	327
2019 Q3	$451K	Hold	3,355	–	–	0.01%	329
2019 Q2	$416K	Hold	3,355	–	–	0.01%	338
2019 Q1	$396K	Sell	3,355 -10	-0.3%	-$1.21K	0.01%	345
2018 Q4	$391K	Sell	3,365 -325	-9%	-$38.5K	0.01%	335
2018 Q3	$459K	Hold	3,690	–	–	0.01%	337
2018 Q2	$475K	Hold	3,690	–	–	0.01%	334
2018 Q1	$481K	Buy	3,690 +42	+1%	+$5.63K	0.01%	336
2017 Q4	$464K	Buy	+3,648	New	+$455K	0.01%	338

Other funds holding TM

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 $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

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

Boston Trust Walden's TM Position: Q3 2022 in Review

Boston Trust Walden sold out of Toyota (TM) in Q3 2022, closing a stake of 3,730 shares — an estimated $575K sold.

Boston Trust Walden first reported a position in TM in Q4 2017 and held it in 19 quarters. The position peaked at $714K in Q4 2021. 406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

Boston Trust Walden reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
Boston Trust Walden sold 3,730 Toyota shares in Q3 2022, an estimated $575K.
Boston Trust Walden first reported a position in Toyota in Q4 2017 and held it in 19 quarters.
Boston Trust Walden's Toyota position peaked at $714K in Q4 2021.
406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Boston Trust Walden's 13F filing for Q3 2022, filed 19 Oct 2022.