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Lindbrook Capital’s Tootsie Roll Industries TR Stock Holding History

Lindbrook Capital’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$13.1K Sell
427
-13
-3% -$387 ﹤0.01% 1541
2024
Q4 		$13.4K Buy
440
+156
+55% +$4.61K ﹤0.01% 1494
2024
Q3 		$8.3K Sell
284
-583
-67% -$16.6K ﹤0.01% 1780
2024
Q2 		$25K Buy
867
+530
+157% +$15K ﹤0.01% 1121
2024
Q1 		$10.2K Sell
337
-10
-3% -$303 ﹤0.01% 1567
2023
Q4 		$10.6K Sell
347
-40
-10% -$1.17K ﹤0.01% 1523
2023
Q3 		$10.6K Buy
387
+329
+567% +$9.85K ﹤0.01% 1386
2023
Q2 		$1.88K Sell
58
-12
-17% -$438 ﹤0.01% 2171
2023
Q1 		$2.87K Buy
70
+10
+17% +$399 ﹤0.01% 2091
2022
Q4 		$2.26K Sell
60
-57
-49% -$2.08K ﹤0.01% 2178
2022
Q3 		$3K Buy
117
+12
+11% +$375 ﹤0.01% 1938
2022
Q2 		$3K Buy
105
+1
+1% +$30 ﹤0.01% 1851
2022
Q1 		$3K Sell
104
-25
-19% -$746 ﹤0.01% 1885
2021
Q4 		$4K Sell
129
-76
-37% -$2.2K ﹤0.01% 1613
2021
Q3 		$5K Buy
205
+26
+15% +$733 ﹤0.01% 1265
2021
Q2 		$5K Buy
179
+32
+22% +$902 ﹤0.01% 1311
2021
Q1 		$4K Hold
147
– – ﹤0.01% 1360
2020
Q4 		$4K Buy
147
+127
+635% +$3.27K ﹤0.01% 1284
2020
Q3 		$1K Sell
20
-239
-92% -$6.38K ﹤0.01% 1657
2020
Q2 		$7K Buy
259
+69
+36% +$2.05K ﹤0.01% 982
2020
Q1 		$6K Buy
190
+50
+36% +$1.41K ﹤0.01% 942
2019
Q4 		$4K Buy
140
+47
+51% +$1.33K ﹤0.01% 1173
2019
Q3 		$3K Sell
93
-31
-25% -$935 ﹤0.01% 1213
2019
Q2 		$3K Buy
124
+2
+2% +$63 ﹤0.01% 1172
2019
Q1 		$3K Buy
+122
New +$3.44K ﹤0.01% 1183

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lindbrook Capital's TR Position: Q1 2025 in Review

Lindbrook Capital reduced its Tootsie Roll Industries (TR) stake by 3% in Q1 2025, selling an estimated $387 and leaving 427 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Lindbrook Capital first reported a position in TR in Q1 2019 and has held it in 25 quarters since. The position peaked at $25K in Q2 2024. 172 funds tracked by Wall St. Rank hold TR as of Q1 2025.

  • Lindbrook Capital held 427 shares of Tootsie Roll Industries worth $13.1K as of Q1 2025.
  • Lindbrook Capital sold 13 Tootsie Roll Industries shares in Q1 2025, an estimated $387.
  • Tootsie Roll Industries made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1541 holding.
  • Lindbrook Capital first reported a position in Tootsie Roll Industries in Q1 2019 and has held it in 25 quarters since.
  • Lindbrook Capital's Tootsie Roll Industries position peaked at $25K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.