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Leavell Investment Management’s Toyota TM Stock Holding History

Leavell Investment Management’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
Q3 		– Sell
-3,525
Closed -$723K – 545
2024
Q2 		$723K Hold
3,525
– – 0.04% 311
2024
Q1 		$887K Buy
3,525
+1,525
+76% +$338K 0.05% 283
2023
Q4 		$367K Buy
+2,000
New +$365K 0.02% 368

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Leavell Investment Management's TM Position: Q3 2024 in Review

Leavell Investment Management sold out of Toyota (TM) in Q3 2024, closing a stake of 3,525 shares — an estimated $723K sold.

Leavell Investment Management first reported a position in TM in Q4 2023 and held it in 3 quarters. The position peaked at $887K in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

  • Leavell Investment Management reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
  • Leavell Investment Management sold 3,525 Toyota shares in Q3 2024, an estimated $723K.
  • Leavell Investment Management first reported a position in Toyota in Q4 2023 and held it in 3 quarters.
  • Leavell Investment Management's Toyota position peaked at $887K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Leavell Investment Management's 13F filing for Q3 2024, filed 1 Nov 2024.