JIR
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James Investment Research’s Toyota TM Stock Holding History

James Investment Research’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
Q3 		– Sell
-1,278
Closed -$161K – 515
2020
Q2 		$161K Sell
1,278
-39
-3% -$4.83K 0.02% 256
2020
Q1 		$158K Buy
1,317
+5
+0.4% +$667 0.02% 245
2019
Q4 		$184K Buy
1,312
+240
+22% +$33.5K 0.01% 293
2019
Q3 		$144K Sell
1,072
-52
-5% -$6.81K 0.01% 327
2019
Q2 		$139K Sell
1,124
-722
-39% -$88K 0.01% 405
2019
Q1 		$218K Sell
1,846
-179
-9% -$21.7K 0.01% 517
2018
Q4 		$235K Sell
2,025
-362
-15% -$42.9K 0.01% 521
2018
Q3 		$297K Sell
2,387
-140
-6% -$17.7K 0.01% 552
2018
Q2 		$326K Sell
2,527
-228
-8% -$30.1K 0.01% 551
2018
Q1 		$359K Sell
2,755
-270
-9% -$36.2K 0.01% 532
2017
Q4 		$385K Buy
+3,025
New +$377K 0.01% 535

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return