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Mirabella Financial Services’s Tootsie Roll Industries TR Stock Holding History

Mirabella Financial Services’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
2023
Q3 		– Sell
-30,560
Closed -$990K – 625
2023
Q2 		$990K Buy
+30,560
New +$1.12M 0.11% 207
2022
Q2 		– Sell
-15,989
Closed -$497K – 709
2022
Q1 		$497K Buy
15,989
+2,147
+16% +$64.1K 0.06% 245
2021
Q4 		$433K Buy
+13,842
New +$401K 0.04% 268

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirabella Financial Services's TR Position: Q3 2023 in Review

Mirabella Financial Services sold out of Tootsie Roll Industries (TR) in Q3 2023, closing a stake of 30,560 shares — an estimated $990K sold.

Mirabella Financial Services first reported a position in TR in Q4 2021 and held it in 3 quarters. The position peaked at $990K in Q2 2023. 156 funds tracked by Wall St. Rank hold TR as of Q3 2023.

  • Mirabella Financial Services reported no remaining Tootsie Roll Industries position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 30,560 Tootsie Roll Industries shares in Q3 2023, an estimated $990K.
  • Mirabella Financial Services first reported a position in Tootsie Roll Industries in Q4 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Tootsie Roll Industries position peaked at $990K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.