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Disciplined Investments’s Toyota TM Stock Holding History

Disciplined Investments’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
Q2 		– Sell
-43
Closed -$8K – 1620
2022
Q1 		$8K Hold
43
– – ﹤0.01% 402
2021
Q4 		$8K Hold
43
– – ﹤0.01% 369
2021
Q3 		$8K Hold
43
– – ﹤0.01% 320
2021
Q2 		$8K Hold
43
– – ﹤0.01% 313
2021
Q1 		$7K Hold
43
– – ﹤0.01% 279
2020
Q4 		$7K Hold
43
– – ﹤0.01% 247
2020
Q3 		$6K Hold
43
– – ﹤0.01% 293
2020
Q2 		$5K Hold
43
– – ﹤0.01% 317
2020
Q1 		$5K Hold
43
– – ﹤0.01% 326
2019
Q4 		$6K Buy
+43
New +$6.01K 0.01% 330

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Disciplined Investments's TM Position: Q2 2022 in Review

Disciplined Investments sold out of Toyota (TM) in Q2 2022, closing a stake of 43 shares — an estimated $8K sold.

Disciplined Investments first reported a position in TM in Q4 2019 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 444 funds tracked by Wall St. Rank hold TM as of Q2 2022.

  • Disciplined Investments reported no remaining Toyota position as of Q2 2022 after selling out during the quarter.
  • Disciplined Investments sold 43 Toyota shares in Q2 2022, an estimated $8K.
  • Disciplined Investments first reported a position in Toyota in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's Toyota position peaked at $8K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Toyota as of Q2 2022.

Based on Disciplined Investments's 13F filing for Q2 2022, filed 9 Aug 2022.