KWILP
TTM

Kiwi Wealth Investments Limited Partnership’s Tata Motors Limited TTM Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-123,784
Closed -$3.11M – 195
2023
Q1 		$3.11M Hold
123,784
– – 0.2% 108
2022
Q4 		$2.86M Sell
123,784
-12,912
-9% -$323K 0.19% 116
2022
Q3 		$3.54M Hold
136,696
– – 0.24% 110
2022
Q2 		$3.54M Buy
136,696
+3,495
+3% +$95.6K 0.24% 110
2022
Q1 		$3.72M Buy
133,201
+8,234
+7% +$254K 0.2% 131
2021
Q4 		$4.01M Sell
124,967
-38,863
-24% -$1.22M 0.19% 129
2021
Q3 		$3.67M Hold
163,830
– – 0.19% 142
2021
Q2 		$3.73M Buy
163,830
+72,333
+79% +$1.55M 0.19% 135
2021
Q1 		$1.9M Buy
91,497
+33,797
+59% +$681K 0.11% 158
2020
Q4 		$727K Buy
+57,700
New +$615K 0.04% 234

Other funds holding TTM

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's TTM Position: Q2 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Tata Motors Limited (TTM) in Q2 2023, closing a stake of 123,784 shares — an estimated $3.11M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in TTM in Q4 2020 and held it in 10 quarters. The position peaked at $4.01M in Q4 2021. 11 funds tracked by Wall St. Rank hold TTM as of Q2 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Tata Motors Limited position as of Q2 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 123,784 Tata Motors Limited shares in Q2 2023, an estimated $3.11M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Tata Motors Limited in Q4 2020 and held it in 10 quarters.
  • Kiwi Wealth Investments Limited Partnership's Tata Motors Limited position peaked at $4.01M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Tata Motors Limited as of Q2 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2023, filed 15 Aug 2023.