Claris Advisors’s Tootsie Roll Industries TR Stock Holding History

Claris Advisors’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$62	–	1058
2024 Q3	$62	Buy	+2	New	+$57	﹤0.01%	1181

Other funds holding TR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Claris Advisors's TR Position: Q4 2024 in Review

Claris Advisors sold out of Tootsie Roll Industries (TR) in Q4 2024, closing a stake of 2 shares — an estimated $62 sold.

Claris Advisors first reported a position in TR in Q3 2024 and held it in 1 quarter. The position peaked at $62 in Q3 2024. 160 funds tracked by Wall St. Rank hold TR as of Q4 2024.

Claris Advisors reported no remaining Tootsie Roll Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Tootsie Roll Industries shares in Q4 2024, an estimated $62.
Claris Advisors first reported a position in Tootsie Roll Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's Tootsie Roll Industries position peaked at $62 in Q3 2024.
160 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.