Elm Advisors’s Tootsie Roll Industries TR Stock Holding History

Elm Advisors’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-72	Closed	-$2K	–	238
2020 Q4	$2K	Buy	+72	New	+$1.85K	﹤0.01%	269
2018 Q4	–	Sell	-73	Closed	-$2K	–	248
2018 Q3	$2K	Buy	+73	New	+$1.71K	﹤0.01%	292

Other funds holding TR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RHFI

Reilly Herbert Faulkner III $316M AUM 51.88% 1-Year Est. Return

Elm Advisors's TR Position: Q1 2021 in Review

Elm Advisors sold out of Tootsie Roll Industries (TR) in Q1 2021, closing a stake of 72 shares — an estimated $2K sold.

Elm Advisors first reported a position in TR in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 166 funds tracked by Wall St. Rank hold TR as of Q1 2021.

Elm Advisors reported no remaining Tootsie Roll Industries position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 72 Tootsie Roll Industries shares in Q1 2021, an estimated $2K.
Elm Advisors first reported a position in Tootsie Roll Industries in Q3 2018 and held it in 2 quarters.
Elm Advisors's Tootsie Roll Industries position peaked at $2K in Q4 2020.
166 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2021.

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