Montag & Associates’s Toro Company TTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-9
Closed -$1K – 947
2023
Q1
$1K Sell
9
-1
-10% -$111 ﹤0.01% 891
2022
Q4
$1.14K Buy
+10
New +$1.06K ﹤0.01% 896
2017
Q3
– Sell
-19,000
Closed -$1.32M – 257
2017
Q2
$1.32M Buy
+19,000
New +$1.27M 0.15% 129

Other funds holding TTC

Montag & Associates's TTC Position: Q2 2023 in Review

Montag & Associates sold out of Toro Company (TTC) in Q2 2023, closing a stake of 9 shares — an estimated $1K sold.

Montag & Associates first reported a position in TTC in Q2 2017 and held it in 3 quarters. The position peaked at $1.32M in Q2 2017. 498 funds tracked by Wall St. Rank hold TTC as of Q2 2023.

  • Montag & Associates reported no remaining Toro Company position as of Q2 2023 after selling out during the quarter.
  • Montag & Associates sold 9 Toro Company shares in Q2 2023, an estimated $1K.
  • Montag & Associates first reported a position in Toro Company in Q2 2017 and held it in 3 quarters.
  • Montag & Associates's Toro Company position peaked at $1.32M in Q2 2017.
  • 498 funds tracked by Wall St. Rank held Toro Company as of Q2 2023.

Based on Montag & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.