LJAC
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L.J. Altfest & Co’s Toyota TM Stock Holding History

L.J. Altfest & Co’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
2024
Q2 		– Sell
-884
Closed -$222K – 343
2024
Q1 		$222K Buy
+884
New +$196K 0.03% 292
2022
Q1 		– Sell
-1,317
Closed -$244K – 287
2021
Q4 		$244K Sell
1,317
-15
-1% -$2.7K 0.05% 221
2021
Q3 		$237K Buy
1,332
+10
+0.8% +$1.78K 0.05% 234
2021
Q2 		$231K Sell
1,322
-9
-0.7% -$1.48K 0.05% 245
2021
Q1 		$208K Buy
1,331
+9
+0.7% +$1.36K 0.05% 257
2020
Q4 		$204K Buy
+1,322
New +$185K 0.05% 256
2020
Q2 		– Sell
-1,737
Closed -$208K – 234
2020
Q1 		$208K Buy
1,737
+8
+0.5% +$1.07K 0.07% 181
2019
Q4 		$243K Sell
1,729
-117
-6% -$16.3K 0.06% 171
2019
Q3 		$248K Sell
1,846
-77
-4% -$10.1K 0.06% 158
2019
Q2 		$238K Hold
1,923
– – 0.06% 168
2019
Q1 		$227K Sell
1,923
-90
-4% -$10.9K 0.06% 169
2018
Q4 		$234K Sell
2,013
-118
-6% -$14K 0.07% 132
2018
Q3 		$265K Sell
2,131
-95
-4% -$12K 0.08% 147
2018
Q2 		$287K Sell
2,226
-159
-7% -$21K 0.11% 135
2018
Q1 		$311K Sell
2,385
-124
-5% -$16.6K 0.13% 127
2017
Q4 		$319K Sell
2,509
-5,043
-67% -$629K 0.12% 126
2017
Q3 		$900K Sell
7,552
-336
-4% -$38.1K 0.44% 61
2017
Q2 		$828K Sell
7,888
-5,647
-42% -$603K 0.5% 61
2017
Q1 		$1.47M Buy
13,535
+16
+0.1% +$1.84K 0.58% 48
2016
Q4 		$1.58M Sell
13,519
-158
-1% -$18.4K 0.79% 33
2016
Q3 		$1.59M Hold
13,677
– – 1.06% 32
2016
Q2 		$1.37M Buy
+13,677
New +$1.4M 0.95% 44

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

L.J. Altfest & Co's TM Position: Q2 2024 in Review

L.J. Altfest & Co sold out of Toyota (TM) in Q2 2024, closing a stake of 884 shares — an estimated $222K sold.

L.J. Altfest & Co first reported a position in TM in Q2 2016 and held it in 22 quarters. The position peaked at $1.59M in Q3 2016. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • L.J. Altfest & Co reported no remaining Toyota position as of Q2 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 884 Toyota shares in Q2 2024, an estimated $222K.
  • L.J. Altfest & Co first reported a position in Toyota in Q2 2016 and held it in 22 quarters.
  • L.J. Altfest & Co's Toyota position peaked at $1.59M in Q3 2016.
  • 599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.