HRC
TM icon

Hoertkorn Richard Charles’s Toyota TM Stock Holding History

Hoertkorn Richard Charles’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
2020
Q2 		– Sell
-2,925
Closed -$351K – 87
2020
Q1 		$351K Sell
2,925
-350
-11% -$46.7K 0.29% 37
2019
Q4 		$460K Sell
3,275
-550
-14% -$76.8K 0.28% 39
2019
Q3 		$514K Sell
3,825
-1,625
-30% -$213K 0.33% 39
2019
Q2 		$676K Sell
5,450
-300
-5% -$36.6K 0.45% 37
2019
Q1 		$679K Sell
5,750
-1,350
-19% -$163K 0.45% 37
2018
Q4 		$824K Hold
7,100
– – 0.58% 36
2018
Q3 		$883K Hold
7,100
– – 0.52% 38
2018
Q2 		$915K Sell
7,100
-1,200
-14% -$158K 0.56% 36
2018
Q1 		$1.08M Sell
8,300
-200
-2% -$26.8K 0.67% 33
2017
Q4 		$1.08M Sell
8,500
-1,450
-15% -$181K 0.64% 37
2017
Q3 		$1.19M Sell
9,950
-400
-4% -$45.4K 0.75% 35
2017
Q2 		$1.09M Sell
10,350
-380
-4% -$40.6K 0.72% 34
2017
Q1 		$1.17M Sell
10,730
-2,665
-20% -$306K 0.78% 36
2016
Q4 		$1.57M Sell
13,395
-1,400
-9% -$163K 1.09% 28
2016
Q3 		$1.72M Sell
14,795
-6,970
-32% -$798K 1.34% 26
2016
Q2 		$2.18M Sell
21,765
-150
-0.7% -$15.4K 1.74% 22
2016
Q1 		$2.33M Sell
21,915
-700
-3% -$77.3K 1.87% 18
2015
Q4 		$2.78M Sell
22,615
-2,700
-11% -$334K 2.09% 16
2015
Q3 		$2.97M Sell
25,315
-600
-2% -$75.2K 2.34% 16
2015
Q2 		$3.47M Sell
25,915
-75
-0.3% -$10.3K 2.59% 16
2015
Q1 		$3.64M Sell
25,990
-225
-0.9% -$30K 2.71% 17
2014
Q4 		$3.29M Hold
26,215
– – 2.33% 18
2014
Q3 		$3.08M Hold
26,215
– – 2.28% 19
2014
Q2 		$3.14M Buy
26,215
+1,000
+4% +$111K 2.34% 19
2014
Q1 		$2.85M Buy
25,215
+3,400
+16% +$392K 2.23% 19
2013
Q4 		$2.66M Buy
+21,815
New +$2.74M 2.05% 19

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hoertkorn Richard Charles's TM Position: Q2 2020 in Review

Hoertkorn Richard Charles sold out of Toyota (TM) in Q2 2020, closing a stake of 2,925 shares — an estimated $351K sold.

Hoertkorn Richard Charles first reported a position in TM in Q4 2013 and held it in 26 quarters. The position peaked at $3.64M in Q1 2015. 332 funds tracked by Wall St. Rank hold TM as of Q2 2020.

  • Hoertkorn Richard Charles reported no remaining Toyota position as of Q2 2020 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 2,925 Toyota shares in Q2 2020, an estimated $351K.
  • Hoertkorn Richard Charles first reported a position in Toyota in Q4 2013 and held it in 26 quarters.
  • Hoertkorn Richard Charles's Toyota position peaked at $3.64M in Q1 2015.
  • 332 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2020, filed 27 Jul 2020.