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Steward Financial Group’s Toyota TM Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+8
New +$1.37K ﹤0.01% 1265
2022
Q3 		– Sell
-8
Closed -$1K – 1201
2022
Q2 		$1K Buy
+8
New +$1.32K ﹤0.01% 879

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Steward Financial Group's TM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Toyota (TM) in Q3 2023: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TM as recently as Q2 2022.

Steward Financial Group first reported a position in TM in Q2 2022 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold TM as of Q3 2023.

  • Steward Financial Group held 8 shares of Toyota worth $1K as of Q3 2023.
  • Toyota was a new Steward Financial Group position in Q3 2023.
  • Toyota made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1265 holding.
  • Steward Financial Group first reported a position in Toyota in Q2 2022 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.