LWM
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Lenox Wealth Management’s Toyota TM Stock Holding History

Lenox Wealth 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
2020
Q2 		$358K Buy
2,857
+184
+7% +$22.8K 0.11% 109
2020
Q1 		$320K Sell
2,673
-63
-2% -$8.41K 0.11% 99
2019
Q4 		$385K Buy
2,736
+429
+19% +$59.9K 0.11% 106
2019
Q3 		$310K Buy
2,307
+859
+59% +$113K 0.09% 110
2019
Q2 		$179K Buy
1,448
+592
+69% +$72.2K 0.05% 140
2019
Q1 		$101K Buy
856
+512
+149% +$61.9K 0.03% 177
2018
Q4 		$40K Buy
344
+130
+61% +$15.4K 0.01% 226
2018
Q3 		$27K Buy
214
+14
+7% +$1.77K 0.01% 283
2018
Q2 		$26K Buy
200
+57
+40% +$7.51K 0.01% 266
2018
Q1 		$18K Buy
143
+64
+81% +$8.58K 0.01% 304
2017
Q4 		$10K Sell
79
-3
-4% -$374 ﹤0.01% 390
2017
Q3 		$9K Hold
82
– – ﹤0.01% 409
2017
Q2 		$9K Buy
82
+61
+290% +$6.51K ﹤0.01% 388
2017
Q1 		$2K Sell
21
-11
-34% -$1.26K ﹤0.01% 216
2016
Q4 		$4K Buy
+32
New +$3.73K ﹤0.01% 199
2016
Q3 		– Sell
-40
Closed -$4.58K – 234
2016
Q2 		$4K Hold
40
– – ﹤0.01% 198
2016
Q1 		$4K Hold
40
– – ﹤0.01% 206
2015
Q4 		$5K Sell
40
-92
-70% -$11.4K ﹤0.01% 195
2015
Q3 		$15K Sell
132
-8
-6% -$1K 0.01% 102
2015
Q2 		$19K Buy
140
+100
+250% +$13.8K 0.01% 102
2015
Q1 		$6K Hold
40
– – ﹤0.01% 133
2014
Q4 		$5K Hold
40
– – ﹤0.01% 142
2014
Q3 		$5K Hold
40
– – ﹤0.01% 142
2014
Q2 		$5K Hold
40
– – ﹤0.01% 144
2014
Q1 		$5K Hold
40
– – ﹤0.01% 163
2013
Q4 		$5K Buy
+40
New +$5.03K ﹤0.01% 162

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Lenox Wealth Management's TM Position: Q2 2020 in Review

Lenox Wealth Management increased its Toyota (TM) stake by 6.9% in Q2 2020, buying an estimated $22.8K and bringing the position to 2,857 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #109.

Lenox Wealth Management first reported a position in TM in Q4 2013 and has held it in 26 quarters since. The position peaked at $385K in Q4 2019. 333 funds tracked by Wall St. Rank hold TM as of Q2 2020.

  • Lenox Wealth Management held 2,857 shares of Toyota worth $358K as of Q2 2020.
  • Lenox Wealth Management bought 184 Toyota shares in Q2 2020, an estimated $22.8K.
  • Toyota made up 0.11% of Lenox Wealth Management's portfolio in Q2 2020, its #109 holding.
  • Lenox Wealth Management first reported a position in Toyota in Q4 2013 and has held it in 26 quarters since.
  • Lenox Wealth Management's Toyota position peaked at $385K in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.