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Opus Capital Group’s Toyota TM Stock Holding History

Opus Capital Group’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
2021
Q3 		– Sell
-1,745
Closed -$305K – 108
2021
Q2 		$305K Sell
1,745
-180
-9% -$29.5K 0.07% 87
2021
Q1 		$300K Hold
1,925
– – 0.07% 87
2020
Q4 		$298K Hold
1,925
– – 0.08% 88
2020
Q3 		$255K Buy
1,925
+235
+14% +$30.6K 0.07% 89
2020
Q2 		$212K Buy
+1,690
New +$210K 0.06% 102
2020
Q1 		– Sell
-1,455
Closed -$204K – 145
2019
Q4 		$204K Buy
+1,455
New +$203K 0.06% 146

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Opus Capital Group's TM Position: Q3 2021 in Review

Opus Capital Group sold out of Toyota (TM) in Q3 2021, closing a stake of 1,745 shares — an estimated $305K sold.

Opus Capital Group first reported a position in TM in Q4 2019 and held it in 6 quarters. The position peaked at $305K in Q2 2021. 427 funds tracked by Wall St. Rank hold TM as of Q3 2021.

  • Opus Capital Group reported no remaining Toyota position as of Q3 2021 after selling out during the quarter.
  • Opus Capital Group sold 1,745 Toyota shares in Q3 2021, an estimated $305K.
  • Opus Capital Group first reported a position in Toyota in Q4 2019 and held it in 6 quarters.
  • Opus Capital Group's Toyota position peaked at $305K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held Toyota as of Q3 2021.

Based on Opus Capital Group's 13F filing for Q3 2021, filed 29 Oct 2021.