LifePlan Financial Group’s Toyota TM Stock Holding History

LifePlan Financial Group’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 Q3	$6K	Hold	49	–	–	﹤0.01%	466
2020 Q2	$6K	Hold	49	–	–	﹤0.01%	465
2020 Q1	$6K	Hold	49	–	–	﹤0.01%	443
2019 Q4	$7K	Hold	49	–	–	﹤0.01%	446
2019 Q3	$7K	Hold	49	–	–	﹤0.01%	438
2019 Q2	$6K	Hold	49	–	–	﹤0.01%	449
2019 Q1	$6K	Hold	49	–	–	﹤0.01%	445
2018 Q4	$6K	Hold	49	–	–	﹤0.01%	435
2018 Q3	$6K	Hold	49	–	–	﹤0.01%	436
2018 Q2	$6K	Hold	49	–	–	﹤0.01%	421
2018 Q1	$6K	Buy	+49	New	+$6.57K	﹤0.01%	404

Other funds holding TM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

LifePlan Financial Group's TM Position: Q3 2020 in Review

LifePlan Financial Group held its Toyota (TM) position steady in Q3 2020 at 49 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

LifePlan Financial Group first reported a position in TM in Q1 2018 and has held it in 11 quarters since. The position peaked at $7K in Q4 2019. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

LifePlan Financial Group held 49 shares of Toyota worth $6K as of Q3 2020.
LifePlan Financial Group left its Toyota share count unchanged in Q3 2020.
Toyota made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #466 holding.
LifePlan Financial Group first reported a position in Toyota in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Toyota position peaked at $7K in Q4 2019.
340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.