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Cumberland Partners’s Toyota TM Stock Holding History

Cumberland 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
2020
Q2 		– Sell
-21,025
Closed -$2.52M – 175
2020
Q1 		$2.52M Sell
21,025
-470
-2% -$62.7K 0.3% 74
2019
Q4 		$3.02M Sell
21,495
-20
-0.1% -$2.79K 0.27% 74
2019
Q3 		$2.89M Hold
21,515
– – 0.28% 71
2019
Q2 		$2.67M Sell
21,515
-150
-0.7% -$18.3K 0.26% 75
2019
Q1 		$2.56M Sell
21,665
-160
-0.7% -$19.4K 0.26% 76
2018
Q4 		$2.53M Buy
21,825
+300
+1% +$35.5K 0.29% 70
2018
Q3 		$2.68M Buy
21,525
+300
+1% +$37.9K 0.26% 73
2018
Q2 		$2.73M Buy
21,225
+400
+2% +$52.7K 0.28% 68
2018
Q1 		$2.71M Buy
20,825
+750
+4% +$101K 0.38% 43
2017
Q4 		$2.55M Hold
20,075
– – 0.34% 46
2017
Q3 		$2.39M Hold
20,075
– – 0.32% 45
2017
Q2 		$2.11M Sell
20,075
-12,165
-38% -$1.3M 0.3% 48
2017
Q1 		$3.5M Sell
32,240
-450
-1% -$51.7K 0.51% 45
2016
Q4 		$3.83M Sell
32,690
-225
-0.7% -$26.2K 0.58% 37
2016
Q3 		$3.82M Buy
32,915
+6,875
+26% +$787K 0.54% 38
2016
Q2 		$2.6M Sell
26,040
-25
-0.1% -$2.57K 0.37% 43
2016
Q1 		$2.77M Buy
26,065
+1,075
+4% +$119K 0.38% 40
2015
Q4 		$3.08M Buy
24,990
+300
+1% +$37.1K 0.4% 35
2015
Q3 		$2.9M Buy
24,690
+15,790
+177% +$1.98M 0.36% 41
2015
Q2 		$1.19M Hold
8,900
– – 0.14% 48
2015
Q1 		$1.25M Sell
8,900
-778
-8% -$104K 0.14% 47
2014
Q4 		$1.21M Sell
9,678
-369
-4% -$44.3K 0.13% 46
2014
Q3 		$1.18M Buy
10,047
+1,047
+12% +$123K 0.14% 40
2014
Q2 		$1.08M Sell
9,000
-575
-6% -$64K 0.12% 42
2014
Q1 		$1.08M Hold
9,575
– – 0.13% 43
2013
Q4 		$1.17M Buy
9,575
+4,300
+82% +$541K 0.13% 43
2013
Q3 		$676K Buy
+5,275
New +$671K 0.08% 46

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cumberland Partners's TM Position: Q2 2020 in Review

Cumberland Partners sold out of Toyota (TM) in Q2 2020, closing a stake of 21,025 shares — an estimated $2.52M sold.

Cumberland Partners first reported a position in TM in Q3 2013 and held it in 27 quarters. The position peaked at $3.83M in Q4 2016. 333 funds tracked by Wall St. Rank hold TM as of Q2 2020.

  • Cumberland Partners reported no remaining Toyota position as of Q2 2020 after selling out during the quarter.
  • Cumberland Partners sold 21,025 Toyota shares in Q2 2020, an estimated $2.52M.
  • Cumberland Partners first reported a position in Toyota in Q3 2013 and held it in 27 quarters.
  • Cumberland Partners's Toyota position peaked at $3.83M in Q4 2016.
  • 333 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on Cumberland Partners's 13F filing for Q2 2020, filed 4 Aug 2020.