Paloma Partners’s Tootsie Roll Industries TR Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-13,390	Closed	-$391K	–	1025
2024 Q3	$391K	Buy	+13,390	New	+$381K	0.01%	707
2020 Q4	–	Sell	-19,824	Closed	-$513K	–	2219
2020 Q3	$513K	Buy	19,824 +8,977	+83%	+$240K	0.01%	1154
2020 Q2	$311K	Buy	+10,847	New	+$322K	0.01%	1458
2020 Q1	–	Sell	-10,219	Closed	-$284K	–	2061
2019 Q4	$284K	Sell	10,219 -4,872	-32%	-$138K	﹤0.01%	1790
2019 Q3	$456K	Buy	+15,091	New	+$455K	0.01%	1228
2014 Q3	–	Sell	-11,007	Closed	-$227K	–	1287
2014 Q2	$227K	Buy	+11,007	New	+$222K	0.01%	913
2013 Q3	–	Sell	-21,632	Closed	-$468K	–	1187
2013 Q2	$468K	Buy	+21,632	New	+$460K	0.03%	503

Other funds holding TR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Paloma Partners's TR Position: Q4 2024 in Review

Paloma Partners sold out of Tootsie Roll Industries (TR) in Q4 2024, closing a stake of 13,390 shares — an estimated $391K sold.

Paloma Partners first reported a position in TR in Q2 2013 and held it in 7 quarters. The position peaked at $513K in Q3 2020. 160 funds tracked by Wall St. Rank hold TR as of Q4 2024.

Paloma Partners reported no remaining Tootsie Roll Industries position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 13,390 Tootsie Roll Industries shares in Q4 2024, an estimated $391K.
Paloma Partners first reported a position in Tootsie Roll Industries in Q2 2013 and held it in 7 quarters.
Paloma Partners's Tootsie Roll Industries position peaked at $513K in Q3 2020.
160 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.