HeadInvest LLC’s Tootsie Roll Industries TR Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-1,015	Closed	-$28.3K	–	648
2023 Q3	$28.3K	Buy	+1,015	New	+$30.4K	0.01%	419

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HeadInvest LLC's TR Position: Q4 2023 in Review

HeadInvest LLC sold out of Tootsie Roll Industries (TR) in Q4 2023, closing a stake of 1,015 shares — an estimated $28.3K sold.

HeadInvest LLC first reported a position in TR in Q3 2023 and held it in 1 quarter. The position peaked at $28.3K in Q3 2023. 165 funds tracked by Wall St. Rank hold TR as of Q4 2023.

HeadInvest LLC reported no remaining Tootsie Roll Industries position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 1,015 Tootsie Roll Industries shares in Q4 2023, an estimated $28.3K.
HeadInvest LLC first reported a position in Tootsie Roll Industries in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Tootsie Roll Industries position peaked at $28.3K in Q3 2023.
165 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.