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Inspire Investing’s Tootsie Roll Industries TR Stock Holding History

Inspire Investing’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
2021
Q1 		– Sell
-15,547
Closed -$387K – 722
2020
Q4 		$387K Buy
15,547
+7,229
+87% +$186K 0.09% 304
2020
Q3 		$215K Buy
+8,318
New +$222K 0.06% 332
2020
Q2 		– Sell
-198
Closed -$6K – 705
2020
Q1 		$6K Buy
+198
New +$5.58K ﹤0.01% 724
2018
Q1 		– Sell
-1,900
Closed -$53K – 659
2017
Q4 		$53K Buy
+1,900
New +$53.2K 0.05% 713

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RHFI
Reilly Herbert Faulkner III $316M AUM 51.88% 1-Year Est. Return

Inspire Investing's TR Position: Q1 2021 in Review

Inspire Investing sold out of Tootsie Roll Industries (TR) in Q1 2021, closing a stake of 15,547 shares — an estimated $387K sold.

Inspire Investing first reported a position in TR in Q4 2017 and held it in 4 quarters. The position peaked at $387K in Q4 2020. 166 funds tracked by Wall St. Rank hold TR as of Q1 2021.

  • Inspire Investing reported no remaining Tootsie Roll Industries position as of Q1 2021 after selling out during the quarter.
  • Inspire Investing sold 15,547 Tootsie Roll Industries shares in Q1 2021, an estimated $387K.
  • Inspire Investing first reported a position in Tootsie Roll Industries in Q4 2017 and held it in 4 quarters.
  • Inspire Investing's Tootsie Roll Industries position peaked at $387K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2021.

Based on Inspire Investing's 13F filing for Q1 2021, filed 30 Apr 2021.