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Rikoon Group’s Toyota TM Stock Holding History

Rikoon 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
Q1 		$1.48M Buy
9,465
+150
+2% +$22.7K 0.39% 57
2020
Q4 		$1.44M Sell
9,315
-50
-0.5% -$6.99K 0.4% 58
2020
Q3 		$1.24M Buy
9,365
+165
+2% +$21.5K 0.38% 61
2020
Q2 		$1.16M Buy
9,200
+265
+3% +$32.9K 0.39% 62
2020
Q1 		$1.07M Buy
8,935
+2,667
+43% +$356K 0.44% 56
2019
Q4 		$881K Sell
6,268
-1,085
-15% -$152K 0.3% 90
2019
Q3 		$989K Hold
7,353
– – 0.37% 75
2019
Q2 		$912K Hold
7,353
– – 0.34% 79
2019
Q1 		$868K Sell
7,353
-150
-2% -$18.1K 0.32% 85
2018
Q4 		$871K Hold
7,503
– – 0.36% 81
2018
Q3 		$932K Hold
7,503
– – 0.33% 82
2018
Q2 		$966K Hold
7,503
– – 0.37% 76
2018
Q1 		$949K Buy
7,503
+233
+3% +$31.2K 0.38% 73
2017
Q4 		$925K Sell
7,270
-400
-5% -$49.9K 0.38% 72
2017
Q3 		$914K Hold
7,670
– – 0.4% 74
2017
Q2 		$805K Sell
7,670
-50
-0.6% -$5.34K 0.36% 79
2017
Q1 		$835K Buy
7,720
+300
+4% +$34.4K 0.37% 76
2016
Q4 		$837K Buy
7,420
+4,900
+194% +$571K 0.37% 79
2016
Q3 		$292K Buy
+2,520
New +$288K 0.23% 102

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Rikoon Group's TM Position: Q1 2021 in Review

Rikoon Group increased its Toyota (TM) stake by 1.6% in Q1 2021, buying an estimated $22.7K and bringing the position to 9,465 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #57.

Rikoon Group first reported a position in TM in Q3 2016 and has held it in 19 quarters since. 424 funds tracked by Wall St. Rank hold TM as of Q1 2021.

  • Rikoon Group held 9,465 shares of Toyota worth $1.48M as of Q1 2021.
  • Rikoon Group bought 150 Toyota shares in Q1 2021, an estimated $22.7K.
  • Toyota made up 0.39% of Rikoon Group's portfolio in Q1 2021, its #57 holding.
  • Rikoon Group first reported a position in Toyota in Q3 2016 and has held it in 19 quarters since.
  • 424 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.