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NWQ Investment Management Company’s Toyota TM Stock Holding History

NWQ Investment Management Company’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
2020
Q3 		$28.8M Sell
217,652
-5,701
-3% -$741K 1.3% 22
2020
Q2 		$28.1K Sell
223,353
-57,405
-20% -$7.12M 0.94% 24
2020
Q1 		$33.7M Sell
280,758
-24,644
-8% -$3.29M 1.35% 15
2019
Q4 		$42.9M Sell
305,402
-10,162
-3% -$1.42M 1.07% 32
2019
Q3 		$42.4M Sell
315,564
-29,741
-9% -$3.9M 1.03% 30
2019
Q2 		$42.8M Sell
345,305
-3,891
-1% -$474K 0.96% 31
2019
Q1 		$41.2M Sell
349,196
-8,100
-2% -$980K 0.9% 43
2018
Q4 		$41.5M Sell
357,296
-9,753
-3% -$1.16M 0.98% 35
2018
Q3 		$43.2M Sell
367,049
-6,010
-2% -$760K 0.86% 52
2018
Q2 		$48.1M Sell
373,059
-18,472
-5% -$2.43M 0.87% 48
2018
Q1 		$51M Sell
391,531
-5,706
-1% -$765K 0.83% 50
2017
Q4 		$50.5M Sell
397,237
-12,123
-3% -$1.51M 0.66% 57
2017
Q3 		$48.8M Sell
409,360
-6,465
-2% -$733K 0.6% 61
2017
Q2 		$43.7M Buy
415,825
+1,048
+0.3% +$112K 0.6% 69
2017
Q1 		$45.2M Buy
414,777
+14,127
+4% +$1.62M 0.6% 74
2016
Q4 		$47M Buy
400,650
+81,131
+25% +$9.45M 0.64% 66
2016
Q3 		$37.1M Buy
+319,519
New +$36.6M 0.54% 74
2013
Q4 		– Sell
-307
Closed -$39K – 174
2013
Q3 		$39K Sell
307
-1,870
-86% -$238K ﹤0.01% 155
2013
Q2 		$263K Buy
+2,177
New +$254K ﹤0.01% 145

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

NWQ Investment Management Company's TM Position: Q3 2020 in Review

NWQ Investment Management Company reduced its Toyota (TM) stake by 2.6% in Q3 2020, selling an estimated $741K and leaving 217,652 shares worth $28.8M. The position accounts for 1.3% of the portfolio, ranked #22.

NWQ Investment Management Company first reported a position in TM in Q2 2013 and has held it in 19 quarters since. The position peaked at $51M in Q1 2018. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

  • NWQ Investment Management Company held 217,652 shares of Toyota worth $28.8M as of Q3 2020.
  • NWQ Investment Management Company sold 5,701 Toyota shares in Q3 2020, an estimated $741K.
  • Toyota made up 1.3% of NWQ Investment Management Company's portfolio in Q3 2020, its #22 holding.
  • NWQ Investment Management Company first reported a position in Toyota in Q2 2013 and has held it in 19 quarters since.
  • NWQ Investment Management Company's Toyota position peaked at $51M in Q1 2018.
  • 340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.