Sierra Ocean’s Toyota TM Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-266	Closed	-$45.8K	–	871
2025 Q2	$45.8K	Buy	266 +7	+3%	+$1.27K	0.03%	198
2025 Q1	$45.7K	Sell	259 -13	-5%	-$2.42K	0.04%	188
2024 Q4	$52.9K	Buy	+272	New	+$47.9K	0.04%	163

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sierra Ocean's TM Position: Q3 2025 in Review

Sierra Ocean sold out of Toyota (TM) in Q3 2025, closing a stake of 266 shares — an estimated $45.8K sold.

Sierra Ocean first reported a position in TM in Q4 2024 and held it in 3 quarters. The position peaked at $52.9K in Q4 2024. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Sierra Ocean reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 266 Toyota shares in Q3 2025, an estimated $45.8K.
Sierra Ocean first reported a position in Toyota in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Toyota position peaked at $52.9K in Q4 2024.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.