Segall Bryant & Hamill’s Toyota TM Stock Holding History

Segall Bryant & Hamill’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
2023 Q3	–	Sell	-3,164	Closed	-$509K	–	682
2023 Q2	$509K	Hold	3,164	–	–	0.01%	567
2023 Q1	$448K	Hold	3,164	–	–	﹤0.01%	583
2022 Q4	$432K	Hold	3,164	–	–	﹤0.01%	592
2022 Q3	$413K	Hold	3,164	–	–	﹤0.01%	605
2022 Q2	$487K	Hold	3,164	–	–	0.01%	580
2022 Q1	$571K	Buy	+3,164	New	+$592K	0.01%	587
2021 Q4	–	Sell	-3,164	Closed	-$563K	–	740
2021 Q3	$563K	Hold	3,164	–	–	0.01%	610
2021 Q2	$553K	Hold	3,164	–	–	0.01%	591
2021 Q1	$494K	Hold	3,164	–	–	﹤0.01%	649
2020 Q4	$489K	Hold	3,164	–	–	0.01%	582
2020 Q3	$419K	Hold	3,164	–	–	0.01%	575
2020 Q2	$398K	Hold	3,164	–	–	0.01%	632
2020 Q1	$380K	Hold	3,164	–	–	0.01%	632
2019 Q4	$444K	Hold	3,164	–	–	0.01%	675
2019 Q3	$425K	Hold	3,164	–	–	0.01%	679
2019 Q2	$392K	Buy	3,164 +1,300	+70%	+$159K	0.01%	701
2019 Q1	$220K	Sell	1,864 -512	-22%	-$61.9K	﹤0.01%	787
2018 Q4	$276K	Buy	2,376 +212	+10%	+$25.1K	﹤0.01%	745
2018 Q3	$269K	Hold	2,164	–	–	﹤0.01%	776
2018 Q2	$279K	Buy	+2,164	New	+$285K	﹤0.01%	769

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Segall Bryant & Hamill's TM Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of Toyota (TM) in Q3 2023, closing a stake of 3,164 shares — an estimated $509K sold.

Segall Bryant & Hamill first reported a position in TM in Q2 2018 and held it in 20 quarters. The position peaked at $571K in Q1 2022. 478 funds tracked by Wall St. Rank hold TM as of Q3 2023.

Segall Bryant & Hamill reported no remaining Toyota position as of Q3 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 3,164 Toyota shares in Q3 2023, an estimated $509K.
Segall Bryant & Hamill first reported a position in Toyota in Q2 2018 and held it in 20 quarters.
Segall Bryant & Hamill's Toyota position peaked at $571K in Q1 2022.
478 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.