Surevest’s Toro Company TTC Stock Holding History

Surevest’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-40	Closed	-$3K	–	590
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	395
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	375
2021 Q4	$4K	Buy	+40	New	+$3.98K	﹤0.01%	348

Other funds holding TTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Surevest's TTC Position: Q3 2022 in Review

Surevest sold out of Toro Company (TTC) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Surevest first reported a position in TTC in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 417 funds tracked by Wall St. Rank hold TTC as of Q3 2022.

Surevest reported no remaining Toro Company position as of Q3 2022 after selling out during the quarter.
Surevest sold 40 Toro Company shares in Q3 2022, an estimated $3K.
Surevest first reported a position in Toro Company in Q4 2021 and held it in 3 quarters.
Surevest's Toro Company position peaked at $4K in Q4 2021.
417 funds tracked by Wall St. Rank held Toro Company as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.