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Palisades Hudson Asset Management’s Tootsie Roll Industries TR Stock Holding History

Palisades Hudson Asset Management’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
Q2 		– Sell
-5,549
Closed -$228K – 101
2023
Q1 		$228K Sell
5,549
-166
-3% -$6.62K 0.12% 92
2022
Q4 		$216K Buy
+5,715
New +$208K 0.12% 98
2021
Q1 		– Sell
-16,009
Closed -$398K – 112
2020
Q4 		$398K Sell
16,009
-244
-2% -$6.28K 0.21% 58
2020
Q3 		$421K Buy
+16,253
New +$434K 0.27% 51

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

Palisades Hudson Asset Management's TR Position: Q2 2023 in Review

Palisades Hudson Asset Management sold out of Tootsie Roll Industries (TR) in Q2 2023, closing a stake of 5,549 shares — an estimated $228K sold.

Palisades Hudson Asset Management first reported a position in TR in Q3 2020 and held it in 4 quarters. The position peaked at $421K in Q3 2020. 176 funds tracked by Wall St. Rank hold TR as of Q2 2023.

  • Palisades Hudson Asset Management reported no remaining Tootsie Roll Industries position as of Q2 2023 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 5,549 Tootsie Roll Industries shares in Q2 2023, an estimated $228K.
  • Palisades Hudson Asset Management first reported a position in Tootsie Roll Industries in Q3 2020 and held it in 4 quarters.
  • Palisades Hudson Asset Management's Tootsie Roll Industries position peaked at $421K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2023.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.