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Crescent Grove Advisors’s Toyota TM Stock Holding History

Crescent Grove Advisors’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
2022
Q1 		– Sell
-2,602
Closed -$482K – 308
2021
Q4 		$482K Sell
2,602
-308
-11% -$55.4K 0.05% 168
2021
Q3 		$517K Buy
2,910
+1,640
+129% +$293K 0.05% 151
2021
Q2 		$222K Buy
+1,270
New +$208K 0.02% 237

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crescent Grove Advisors's TM Position: Q1 2022 in Review

Crescent Grove Advisors sold out of Toyota (TM) in Q1 2022, closing a stake of 2,602 shares — an estimated $482K sold.

Crescent Grove Advisors first reported a position in TM in Q2 2021 and held it in 3 quarters. The position peaked at $517K in Q3 2021. 452 funds tracked by Wall St. Rank hold TM as of Q1 2022.

  • Crescent Grove Advisors reported no remaining Toyota position as of Q1 2022 after selling out during the quarter.
  • Crescent Grove Advisors sold 2,602 Toyota shares in Q1 2022, an estimated $482K.
  • Crescent Grove Advisors first reported a position in Toyota in Q2 2021 and held it in 3 quarters.
  • Crescent Grove Advisors's Toyota position peaked at $517K in Q3 2021.
  • 452 funds tracked by Wall St. Rank held Toyota as of Q1 2022.

Based on Crescent Grove Advisors's 13F filing for Q1 2022, filed 4 May 2022.