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Bourgeon Capital Management’s Toyota TM Stock Holding History

Bourgeon Capital Management’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
2024
Q1 		– Sell
-33
Closed -$6.05K – 352
2023
Q4 		$6.05K Buy
33
+15
+83% +$2.73K ﹤0.01% 264
2023
Q3 		$3.24K Buy
+18
New +$3.07K ﹤0.01% 272
2020
Q3 		– Sell
-67
Closed -$8K – 319
2020
Q2 		$8K Hold
67
– – ﹤0.01% 199
2020
Q1 		$8K Hold
67
– – ﹤0.01% 194
2019
Q4 		$9K Hold
67
– – ﹤0.01% 189
2019
Q3 		$9K Buy
+67
New +$8.78K ﹤0.01% 186

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bourgeon Capital Management's TM Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Toyota (TM) in Q1 2024, closing a stake of 33 shares — an estimated $6.05K sold.

Bourgeon Capital Management first reported a position in TM in Q3 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 33 Toyota shares in Q1 2024, an estimated $6.05K.
  • Bourgeon Capital Management first reported a position in Toyota in Q3 2019 and held it in 6 quarters.
  • Bourgeon Capital Management's Toyota position peaked at $9K in Q4 2019.
  • 613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.