Elm Advisors’s Toyota TM Stock Holding History

Elm 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
2021 Q1	–	Sell	-150	Closed	-$23K	–	236
2020 Q4	$23K	Buy	+150	New	+$21K	0.01%	197
2018 Q4	–	Sell	-150	Closed	-$19K	–	246
2018 Q3	$19K	Buy	+150	New	+$19K	0.01%	227

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Elm Advisors's TM Position: Q1 2021 in Review

Elm Advisors sold out of Toyota (TM) in Q1 2021, closing a stake of 150 shares — an estimated $23K sold.

Elm Advisors first reported a position in TM in Q3 2018 and held it in 2 quarters. The position peaked at $23K in Q4 2020. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

Elm Advisors reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 150 Toyota shares in Q1 2021, an estimated $23K.
Elm Advisors first reported a position in Toyota in Q3 2018 and held it in 2 quarters.
Elm Advisors's Toyota position peaked at $23K in Q4 2020.
423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.