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Contravisory Investment Management’s Tootsie Roll Industries TR Stock Holding History

Contravisory Investment Management’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
2023
Q3 		– Sell
-168
Closed -$5.45K – 387
2023
Q2 		$5.45K Buy
168
+4
+2% +$146 ﹤0.01% 277
2023
Q1 		$6.74K Sell
164
-5
-3% -$199 ﹤0.01% 295
2022
Q4 		$6.39K Hold
169
– – ﹤0.01% 270
2022
Q3 		$5K Hold
169
– – ﹤0.01% 285
2022
Q2 		$5K Hold
169
– – ﹤0.01% 291
2022
Q1 		$5K Buy
+169
New +$5.04K ﹤0.01% 314

Other funds holding TR

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Contravisory Investment Management's TR Position: Q3 2023 in Review

Contravisory Investment Management sold out of Tootsie Roll Industries (TR) in Q3 2023, closing a stake of 168 shares — an estimated $5.45K sold.

Contravisory Investment Management first reported a position in TR in Q1 2022 and held it in 6 quarters. The position peaked at $6.74K in Q1 2023. 156 funds tracked by Wall St. Rank hold TR as of Q3 2023.

  • Contravisory Investment Management reported no remaining Tootsie Roll Industries position as of Q3 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 168 Tootsie Roll Industries shares in Q3 2023, an estimated $5.45K.
  • Contravisory Investment Management first reported a position in Tootsie Roll Industries in Q1 2022 and held it in 6 quarters.
  • Contravisory Investment Management's Tootsie Roll Industries position peaked at $6.74K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2023.

Based on Contravisory Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.