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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return