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Marietta Investment Partners’s Toyota TM Stock Holding History

Marietta Investment Partners’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
2014
Q2 		– Sell
-7,606
Closed -$859K – 126
2014
Q1 		$859K Sell
7,606
-41,480
-85% -$4.79M 0.33% 63
2013
Q4 		$5.99M Sell
49,086
-256
-0.5% -$32.2K 2.18% 11
2013
Q3 		$6.32M Buy
49,342
+2,650
+6% +$337K 2.51% 7
2013
Q2 		$5.63M Buy
+46,692
New +$5.45M 2.44% 8

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Marietta Investment Partners's TM Position: Q2 2014 in Review

Marietta Investment Partners sold out of Toyota (TM) in Q2 2014, closing a stake of 7,606 shares — an estimated $859K sold.

Marietta Investment Partners first reported a position in TM in Q2 2013 and held it in 4 quarters. The position peaked at $6.32M in Q3 2013. 328 funds tracked by Wall St. Rank hold TM as of Q2 2014.

  • Marietta Investment Partners reported no remaining Toyota position as of Q2 2014 after selling out during the quarter.
  • Marietta Investment Partners sold 7,606 Toyota shares in Q2 2014, an estimated $859K.
  • Marietta Investment Partners first reported a position in Toyota in Q2 2013 and held it in 4 quarters.
  • Marietta Investment Partners's Toyota position peaked at $6.32M in Q3 2013.
  • 328 funds tracked by Wall St. Rank held Toyota as of Q2 2014.

Based on Marietta Investment Partners's 13F filing for Q2 2014, filed 11 Aug 2014.