Clean Yield Group’s Toyota TM Stock Holding History

Clean Yield Group’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
2021 Q1	–	Sell	-260	Closed	-$40K	–	350
2020 Q4	$40K	Hold	260	–	–	0.01%	265
2020 Q3	$34K	Hold	260	–	–	0.01%	243
2020 Q2	$33K	Hold	260	–	–	0.01%	234
2020 Q1	$31K	Hold	260	–	–	0.01%	239
2019 Q4	$37K	Hold	260	–	–	0.01%	246
2019 Q3	$35K	Hold	260	–	–	0.01%	236
2019 Q2	$32K	Hold	260	–	–	0.01%	232
2019 Q1	$31K	Hold	260	–	–	0.01%	219
2018 Q4	$30K	Buy	+260	New	+$30.8K	0.01%	215
2017 Q2	–	Sell	-260	Closed	-$28K	–	259
2017 Q1	$28K	Buy	+260	New	+$29.8K	0.01%	230
2016 Q4	–	Sell	-260	Closed	-$30K	–	268
2016 Q3	$30K	Hold	260	–	–	0.01%	227
2016 Q2	$26K	Hold	260	–	–	0.01%	222
2016 Q1	$27K	Buy	+260	New	+$28.7K	0.01%	212
2015 Q2	–	Sell	-260	Closed	-$36K	–	278
2015 Q1	$36K	Buy	+260	New	+$34.7K	0.02%	199

Other funds holding TM

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Clean Yield Group's TM Position: Q1 2021 in Review

Clean Yield Group sold out of Toyota (TM) in Q1 2021, closing a stake of 260 shares — an estimated $40K sold.

Clean Yield Group first reported a position in TM in Q1 2015 and held it in 14 quarters. The position peaked at $40K in Q4 2020. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

Clean Yield Group reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
Clean Yield Group sold 260 Toyota shares in Q1 2021, an estimated $40K.
Clean Yield Group first reported a position in Toyota in Q1 2015 and held it in 14 quarters.
Clean Yield Group's Toyota position peaked at $40K in Q4 2020.
423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Clean Yield Group's 13F filing for Q1 2021, filed 26 Apr 2021.