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Lake Street Advisors Group’s Toyota TM Stock Holding History

Lake Street Advisors Group’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
Q4 		$875K Buy
4,497
+135
+3% +$23.8K 0.04% 241
2024
Q3 		$779K Sell
4,362
-1
-0% -$187 0.04% 250
2024
Q2 		$894K Sell
4,363
-34
-0.8% -$7.52K 0.04% 230
2024
Q1 		$1.11M Buy
4,397
+130
+3% +$28.8K 0.05% 213
2023
Q4 		$782K Buy
+4,267
New +$778K 0.04% 255
2021
Q3 		– Sell
-2,226
Closed -$403K – 400
2021
Q2 		$403K Sell
2,226
-3,923
-64% -$644K 0.03% 196
2021
Q1 		$960K Sell
6,149
-744
-11% -$113K 0.08% 106
2020
Q4 		$1.06M Buy
6,893
+8
+0.1% +$1.12K 0.09% 98
2020
Q3 		$912K Sell
6,885
-388
-5% -$50.5K 0.09% 101
2020
Q2 		$914K Sell
7,273
-191
-3% -$23.7K 0.09% 92
2020
Q1 		$895K Buy
7,464
+3,319
+80% +$443K 0.11% 73
2019
Q4 		$583K Buy
4,145
+379
+10% +$52.9K 0.06% 103
2019
Q3 		$506K Buy
3,766
+156
+4% +$20.4K 0.05% 96
2019
Q2 		$448K Sell
3,610
-35
-1% -$4.27K 0.05% 110
2019
Q1 		$430K Buy
3,645
+197
+6% +$23.8K 0.05% 117
2018
Q4 		$400K Buy
3,448
+196
+6% +$23.2K 0.05% 115
2018
Q3 		$404K Sell
3,252
-1,401
-30% -$177K 0.04% 113
2018
Q2 		$599K Hold
4,653
– – 0.06% 129
2018
Q1 		$607K Sell
4,653
-34
-0.7% -$4.56K 0.07% 113
2017
Q4 		$596K Buy
+4,687
New +$584K 0.07% 116

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Lake Street Advisors Group's TM Position: Q4 2024 in Review

Lake Street Advisors Group increased its Toyota (TM) stake by 3.1% in Q4 2024, buying an estimated $23.8K and bringing the position to 4,497 shares worth $875K. The position accounts for 0.04% of the portfolio, ranked #241.

Lake Street Advisors Group first reported a position in TM in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2024. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Lake Street Advisors Group held 4,497 shares of Toyota worth $875K as of Q4 2024.
  • Lake Street Advisors Group bought 135 Toyota shares in Q4 2024, an estimated $23.8K.
  • Toyota made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #241 holding.
  • Lake Street Advisors Group first reported a position in Toyota in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Toyota position peaked at $1.11M in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.