TJHA
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Thomas J. Herzfeld Advisors’s Toyota TM Stock Holding History

Thomas J. Herzfeld Advisors’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
2021
Q4 		– Sell
-277
Closed -$49K – 382
2021
Q3 		$49K Sell
277
-119
-30% -$21.2K 0.02% 134
2021
Q2 		$69K Buy
396
+149
+60% +$24.5K 0.03% 130
2021
Q1 		$39K Buy
+247
New +$37.4K 0.02% 161
2020
Q2 		– Sell
-56
Closed -$7K – 335
2020
Q1 		$7K Hold
56
– – ﹤0.01% 197
2019
Q4 		$8K Buy
+56
New +$7.82K ﹤0.01% 214
2016
Q3 		– Sell
-199
Closed -$20K – 306
2016
Q2 		$20K Sell
199
-104
-34% -$10.7K 0.01% 275
2016
Q1 		$32K Hold
303
– – 0.02% 259
2015
Q4 		$37K Hold
303
– – 0.01% 220
2015
Q3 		$36K Hold
303
– – 0.02% 216
2015
Q2 		$41K Hold
303
– – 0.02% 189
2015
Q1 		$42K Buy
303
+224
+284% +$29.9K 0.02% 188
2014
Q4 		$10K Buy
+79
New +$9.49K 0.01% 236

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return