Carmichael Hill & Associates’s Toyota TM Stock Holding History

Carmichael Hill & Associates’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 Q3	$50K	Hold	280	–	–	0.02%	370
2024 Q2	$57.4K	Hold	280	–	–	0.02%	323
2024 Q1	$70.5K	Hold	280	–	–	0.03%	294
2023 Q4	$51.3K	Hold	280	–	–	0.02%	339
2023 Q3	$50.3K	Sell	280 -250	-47%	-$42.7K	0.02%	331
2023 Q2	$85.2K	Hold	530	–	–	0.04%	265
2023 Q1	$75.1K	Hold	530	–	–	0.04%	257
2022 Q4	$72.4K	Hold	530	–	–	0.04%	276
2022 Q3	$69K	Hold	530	–	–	0.04%	277
2022 Q2	$82K	Hold	530	–	–	0.04%	259
2022 Q1	$96K	Hold	530	–	–	0.04%	253
2021 Q4	$98K	Hold	530	–	–	0.04%	254
2021 Q3	$94K	Hold	530	–	–	0.05%	254
2021 Q2	$93K	Hold	530	–	–	0.05%	253
2021 Q1	$83K	Hold	530	–	–	0.05%	257
2020 Q4	$82K	Hold	530	–	–	0.05%	254
2020 Q3	$70K	Hold	530	–	–	0.05%	260
2020 Q2	$67K	Hold	530	–	–	0.05%	242
2020 Q1	$64K	Hold	530	–	–	0.06%	228
2019 Q4	$74K	Buy	+530	New	+$74K	0.05%	235

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

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

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

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

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

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

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

Carmichael Hill & Associates's TM Position: Q3 2024 in Review

Carmichael Hill & Associates held its Toyota (TM) position steady in Q3 2024 at 280 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #370.

Carmichael Hill & Associates first reported a position in TM in Q4 2019 and has held it in 20 quarters since. The position peaked at $98K in Q4 2021. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

Carmichael Hill & Associates held 280 shares of Toyota worth $50K as of Q3 2024.
Carmichael Hill & Associates left its Toyota share count unchanged in Q3 2024.
Toyota made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #370 holding.
Carmichael Hill & Associates first reported a position in Toyota in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Toyota position peaked at $98K in Q4 2021.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.