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Hamel Associates’s Tootsie Roll Industries TR Stock Holding History

Hamel Associates’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
2024
Q4 		– Sell
-9,018
Closed -$263K – 76
2024
Q3 		$263K Hold
9,018
– – 0.08% 72
2024
Q2 		$260K Buy
+9,018
New +$254K 0.08% 74
2017
Q4 		– Sell
-26,966
Closed -$785K – 88
2017
Q3 		$785K Hold
26,966
– – 0.38% 55
2017
Q2 		$720K Sell
26,966
-44,290
-62% -$1.23M 0.36% 55
2017
Q1 		$2.04M Sell
71,256
-2,688
-4% -$77.1K 1.04% 38
2016
Q4 		$2.19M Hold
73,944
– – 1.13% 34
2016
Q3 		$2.03M Hold
73,944
– – 1.07% 36
2016
Q2 		$2.12M Buy
73,944
+2,141
+3% +$57.1K 1.1% 32
2016
Q1 		$1.87M Sell
71,803
-2,154
-3% -$51.1K 0.99% 37
2015
Q4 		$1.69M Buy
73,957
+892
+1% +$20.5K 1.08% 33
2015
Q3 		$1.65M Sell
73,065
-5,202
-7% -$120K 1.17% 30
2015
Q2 		$1.83M Buy
78,267
+2,273
+3% +$52.6K 1.2% 30
2015
Q1 		$1.86M Sell
75,994
-3,957
-5% -$90.6K 1.23% 31
2014
Q4 		$1.72M Sell
79,951
-4,704
-6% -$96.2K 1.12% 36
2014
Q3 		$1.66M Buy
84,655
+38,211
+82% +$750K 1.11% 34
2014
Q2 		$959K Buy
+46,444
New +$935K 0.63% 52

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Hamel Associates's TR Position: Q4 2024 in Review

Hamel Associates sold out of Tootsie Roll Industries (TR) in Q4 2024, closing a stake of 9,018 shares — an estimated $263K sold.

Hamel Associates first reported a position in TR in Q2 2014 and held it in 16 quarters. The position peaked at $2.19M in Q4 2016. 160 funds tracked by Wall St. Rank hold TR as of Q4 2024.

  • Hamel Associates reported no remaining Tootsie Roll Industries position as of Q4 2024 after selling out during the quarter.
  • Hamel Associates sold 9,018 Tootsie Roll Industries shares in Q4 2024, an estimated $263K.
  • Hamel Associates first reported a position in Tootsie Roll Industries in Q2 2014 and held it in 16 quarters.
  • Hamel Associates's Tootsie Roll Industries position peaked at $2.19M in Q4 2016.
  • 160 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2024.

Based on Hamel Associates's 13F filing for Q4 2024, filed 5 Feb 2025.