PVH
TM icon

Psagot Value Holdings’s Toyota TM Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-1,464
Closed -$265K – 493
2023
Q4 		$265K Sell
1,464
-95
-6% -$17.3K 0.12% 145
2023
Q3 		$284K Buy
1,559
+497
+47% +$84.9K 0.14% 118
2023
Q2 		$170K Buy
1,062
+373
+54% +$53.7K 0.09% 181
2023
Q1 		$95K Buy
+689
New +$96.8K 0.04% 222

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Psagot Value Holdings's TM Position: Q1 2024 in Review

Psagot Value Holdings sold out of Toyota (TM) in Q1 2024, closing a stake of 1,464 shares — an estimated $265K sold.

Psagot Value Holdings first reported a position in TM in Q1 2023 and held it in 4 quarters. The position peaked at $284K in Q3 2023. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Psagot Value Holdings reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 1,464 Toyota shares in Q1 2024, an estimated $265K.
  • Psagot Value Holdings first reported a position in Toyota in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's Toyota position peaked at $284K in Q3 2023.
  • 613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.