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Gallagher Fiduciary Advisors’s Toyota TM Stock Holding History

Gallagher Fiduciary 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
2024
Q2 		– Sell
-815
Closed -$205K – 279
2024
Q1 		$205K Buy
+815
New +$180K 0.01% 186
2023
Q3 		– Sell
-4,977
Closed -$801K – 212
2023
Q2 		$801K Sell
4,977
-208
-4% -$29.9K 0.06% 75
2023
Q1 		$735K Buy
+5,185
New +$729K 0.06% 95

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Gallagher Fiduciary Advisors's TM Position: Q2 2024 in Review

Gallagher Fiduciary Advisors sold out of Toyota (TM) in Q2 2024, closing a stake of 815 shares — an estimated $205K sold.

Gallagher Fiduciary Advisors first reported a position in TM in Q1 2023 and held it in 3 quarters. The position peaked at $801K in Q2 2023. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • Gallagher Fiduciary Advisors reported no remaining Toyota position as of Q2 2024 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 815 Toyota shares in Q2 2024, an estimated $205K.
  • Gallagher Fiduciary Advisors first reported a position in Toyota in Q1 2023 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's Toyota position peaked at $801K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.