LFF
TM icon

Level Four Financial’s Toyota TM Stock Holding History

Level Four 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
2021
Q3 		$443K Buy
2,493
+397
+19% +$70.9K 0.19% 135
2021
Q2 		$366K Sell
2,096
-669
-24% -$110K 0.15% 182
2021
Q1 		$432K Buy
+2,765
New +$418K 0.2% 147

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Level Four Financial's TM Position: Q3 2021 in Review

Level Four Financial increased its Toyota (TM) stake by 19% in Q3 2021, buying an estimated $70.9K and bringing the position to 2,493 shares worth $443K. The position accounts for 0.19% of the portfolio, ranked #135.

Level Four Financial first reported a position in TM in Q1 2021 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold TM as of Q3 2021.

  • Level Four Financial held 2,493 shares of Toyota worth $443K as of Q3 2021.
  • Level Four Financial bought 397 Toyota shares in Q3 2021, an estimated $70.9K.
  • Toyota made up 0.19% of Level Four Financial's portfolio in Q3 2021, its #135 holding.
  • Level Four Financial first reported a position in Toyota in Q1 2021 and has held it in 3 quarters since.
  • 428 funds tracked by Wall St. Rank held Toyota as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.