CIP
TM icon

Convergence Investment Partners’s Toyota TM Stock Holding History

Convergence Investment Partners’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
2018
Q2 		– Sell
-411
Closed -$54K – 851
2018
Q1 		$54K Buy
+411
New +$55.1K 0.01% 430
2016
Q1 		– Sell
-1,912
Closed -$235K – 396
2015
Q4 		$235K Sell
1,912
-402
-17% -$49.7K 0.03% 306
2015
Q3 		$271K Sell
2,314
-775
-25% -$97.2K 0.03% 326
2015
Q2 		$413K Sell
3,089
-542
-15% -$74.7K 0.04% 318
2015
Q1 		$508K Sell
3,631
-823
-18% -$110K 0.07% 313
2014
Q4 		$559K Sell
4,454
-666
-13% -$80K 0.07% 301
2014
Q3 		$602K Buy
5,120
+595
+13% +$70.1K 0.08% 293
2014
Q2 		$542K Sell
4,525
-1,937
-30% -$216K 0.07% 295
2014
Q1 		$730K Sell
6,462
-1,354
-17% -$156K 0.11% 252
2013
Q4 		$953K Sell
7,816
-2,476
-24% -$311K 0.15% 178
2013
Q3 		$1.32M Sell
10,292
-4,126
-29% -$525K 0.28% 119
2013
Q2 		$1.74M Buy
+14,418
New +$1.68M 0.45% 75

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Convergence Investment Partners's TM Position: Q2 2018 in Review

Convergence Investment Partners sold out of Toyota (TM) in Q2 2018, closing a stake of 411 shares — an estimated $54K sold.

Convergence Investment Partners first reported a position in TM in Q2 2013 and held it in 12 quarters. The position peaked at $1.74M in Q2 2013. 341 funds tracked by Wall St. Rank hold TM as of Q2 2018.

  • Convergence Investment Partners reported no remaining Toyota position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 411 Toyota shares in Q2 2018, an estimated $54K.
  • Convergence Investment Partners first reported a position in Toyota in Q2 2013 and held it in 12 quarters.
  • Convergence Investment Partners's Toyota position peaked at $1.74M in Q2 2013.
  • 341 funds tracked by Wall St. Rank held Toyota as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.