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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 – 514
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 $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

James Investment Research's TM Position: Q3 2020 in Review

James Investment Research sold out of Toyota (TM) in Q3 2020, closing a stake of 1,278 shares — an estimated $161K sold.

James Investment Research first reported a position in TM in Q4 2017 and held it in 11 quarters. The position peaked at $385K in Q4 2017. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

  • James Investment Research reported no remaining Toyota position as of Q3 2020 after selling out during the quarter.
  • James Investment Research sold 1,278 Toyota shares in Q3 2020, an estimated $161K.
  • James Investment Research first reported a position in Toyota in Q4 2017 and held it in 11 quarters.
  • James Investment Research's Toyota position peaked at $385K in Q4 2017.
  • 340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.