Hazlett, Burt & Watson’s Toyota TM Stock Holding History

Hazlett, Burt & Watson’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
2026 Q1	$196K	Sell	961 -50	-5%	-$11.3K	0.06%	253
2025 Q4	$218K	Buy	1,011 +250	+33%	+$50.7K	0.07%	241
2025 Q3	$148K	Buy	761 +250	+49%	+$47.1K	0.05%	269
2025 Q2	$88K	Buy	511 +43	+9%	+$7.78K	0.04%	296
2025 Q1	$83K	Buy	468 +141	+43%	+$26.2K	0.04%	295
2024 Q4	$64K	Buy	327 +52	+19%	+$9.15K	0.03%	330
2024 Q3	$49K	Hold	275	–	–	0.02%	356
2024 Q2	$56K	Hold	275	–	–	0.03%	323
2024 Q1	$69K	Hold	275	–	–	0.04%	285
2023 Q4	$50K	Hold	275	–	–	0.03%	309
2023 Q3	$49K	Hold	275	–	–	0.04%	305
2023 Q2	$44K	Hold	275	–	–	0.03%	321
2023 Q1	$39K	Hold	275	–	–	0.03%	311
2022 Q4	$38K	Hold	275	–	–	0.03%	306
2022 Q3	$36K	Hold	275	–	–	0.03%	302
2022 Q2	$42K	Hold	275	–	–	0.04%	294
2022 Q1	$50K	Buy	+275	New	+$51.4K	0.04%	292

Other funds holding TM

Fisher Asset Management

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return