Systematic Financial Management’s Toyota TM Stock Holding History

Systematic Financial Management’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
2020 Q2	–	Sell	-7,500	Closed	-$900K	–	543
2020 Q1	$900K	Sell	7,500 -1,300	-15%	-$174K	0.06%	151
2019 Q4	$1.24M	Sell	8,800 -1,700	-16%	-$237K	0.05%	156
2019 Q3	$1.41M	Hold	10,500	–	–	0.06%	153
2019 Q2	$1.3M	Sell	10,500 -600	-5%	-$73.2K	0.05%	231
2019 Q1	$1.31M	Hold	11,100	–	–	0.04%	333
2018 Q4	$1.29M	Hold	11,100	–	–	0.04%	278
2018 Q3	$1.38M	Sell	11,100 -1,400	-11%	-$177K	0.03%	410
2018 Q2	$1.61M	Sell	12,500 -1,100	-8%	-$145K	0.04%	293
2018 Q1	$1.77M	Buy	13,600 +500	+4%	+$67K	0.04%	285
2017 Q4	$1.67M	Sell	13,100 -700	-5%	-$87.3K	0.03%	300
2017 Q3	$1.65M	Buy	13,800 +800	+6%	+$90.7K	0.03%	338
2017 Q2	$1.36M	Hold	13,000	–	–	0.03%	552
2017 Q1	$1.41M	Buy	13,000 +3,100	+31%	+$356K	0.03%	547
2016 Q4	$1.16M	Hold	9,900	–	–	0.02%	577
2016 Q3	$1.15M	Hold	9,900	–	–	0.02%	544
2016 Q2	$989K	Hold	9,900	–	–	0.01%	539
2016 Q1	$1.05M	Hold	9,900	–	–	0.01%	524
2015 Q4	$1.22M	Hold	9,900	–	–	0.01%	541
2015 Q3	$1.16M	Hold	9,900	–	–	0.01%	581
2015 Q2	$1.32M	Hold	9,900	–	–	0.01%	613
2015 Q1	$1.38M	Hold	9,900	–	–	0.01%	601
2014 Q4	$1.24M	Hold	9,900	–	–	0.01%	597
2014 Q3	$1.16M	Sell	9,900 -2,900	-23%	-$342K	0.01%	621
2014 Q2	$1.53M	Hold	12,800	–	–	0.01%	631
2014 Q1	$1.45M	Hold	12,800	–	–	0.01%	629
2013 Q4	$1.56M	Buy	+12,800	New	+$1.61M	0.01%	588

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Systematic Financial Management's TM Position: Q2 2020 in Review

Systematic Financial Management sold out of Toyota (TM) in Q2 2020, closing a stake of 7,500 shares — an estimated $900K sold.

Systematic Financial Management first reported a position in TM in Q4 2013 and held it in 26 quarters. The position peaked at $1.77M in Q1 2018. 333 funds tracked by Wall St. Rank hold TM as of Q2 2020.

Systematic Financial Management reported no remaining Toyota position as of Q2 2020 after selling out during the quarter.
Systematic Financial Management sold 7,500 Toyota shares in Q2 2020, an estimated $900K.
Systematic Financial Management first reported a position in Toyota in Q4 2013 and held it in 26 quarters.
Systematic Financial Management's Toyota position peaked at $1.77M in Q1 2018.
333 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on Systematic Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.