Lee Financial’s Toyota TM Stock Holding History

Lee Financial’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 Q1	–	Sell	-300	Closed	-$55K	–	752
2023 Q4	$55K	Hold	300	–	–	0.01%	226
2023 Q3	$53.9K	Hold	300	–	–	0.01%	207
2023 Q2	$48.2K	Hold	300	–	–	0.01%	226
2023 Q1	$42.5K	Hold	300	–	–	0.01%	243
2022 Q4	$41K	Hold	300	–	–	0.01%	270
2022 Q3	$39K	Hold	300	–	–	0.01%	272
2022 Q2	$46K	Hold	300	–	–	0.01%	254
2022 Q1	$54K	Hold	300	–	–	0.01%	237
2021 Q4	$56K	Hold	300	–	–	0.01%	242
2021 Q3	$53K	Hold	300	–	–	0.01%	222
2021 Q2	$52K	Hold	300	–	–	0.01%	225
2021 Q1	$47K	Hold	300	–	–	0.01%	237
2020 Q4	$46K	Hold	300	–	–	0.01%	219
2020 Q3	$40K	Buy	+300	New	+$39K	0.01%	258
2018 Q2	–	Sell	-15	Closed	-$2K	–	832
2018 Q1	$2K	Buy	+15	New	+$2.01K	﹤0.01%	707

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Lee Financial's TM Position: Q1 2024 in Review

Lee Financial sold out of Toyota (TM) in Q1 2024, closing a stake of 300 shares — an estimated $55K sold.

Lee Financial first reported a position in TM in Q1 2018 and held it in 15 quarters. The position peaked at $56K in Q4 2021. 614 funds tracked by Wall St. Rank hold TM as of Q1 2024.

Lee Financial reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 300 Toyota shares in Q1 2024, an estimated $55K.
Lee Financial first reported a position in Toyota in Q1 2018 and held it in 15 quarters.
Lee Financial's Toyota position peaked at $56K in Q4 2021.
614 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.