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Navellier & Associates’s Toyota TM Stock Holding History

Navellier & Associates’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
2023
Q1 		– Sell
-11,100
Closed -$1.52M – 301
2022
Q4 		$1.52M Sell
11,100
-7,986
-42% -$1.11M 0.31% 92
2022
Q3 		$2.49M Buy
19,086
+594
+3% +$90.1K 0.55% 61
2022
Q2 		$2.85M Sell
18,492
-457
-2% -$75.5K 0.61% 61
2022
Q1 		$3.42M Buy
+18,949
New +$3.54M 0.58% 63

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Navellier & Associates's TM Position: Q1 2023 in Review

Navellier & Associates sold out of Toyota (TM) in Q1 2023, closing a stake of 11,100 shares — an estimated $1.52M sold.

Navellier & Associates first reported a position in TM in Q1 2022 and held it in 4 quarters. The position peaked at $3.42M in Q1 2022. 422 funds tracked by Wall St. Rank hold TM as of Q1 2023.

  • Navellier & Associates reported no remaining Toyota position as of Q1 2023 after selling out during the quarter.
  • Navellier & Associates sold 11,100 Toyota shares in Q1 2023, an estimated $1.52M.
  • Navellier & Associates first reported a position in Toyota in Q1 2022 and held it in 4 quarters.
  • Navellier & Associates's Toyota position peaked at $3.42M in Q1 2022.
  • 422 funds tracked by Wall St. Rank held Toyota as of Q1 2023.

Based on Navellier & Associates's 13F filing for Q1 2023, filed 12 May 2023.