UBS O'Connor’s Toyota TM Stock Holding History

UBS O'Connor’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 Q1	–	Sell	-2,700	Closed	-$525K	–	461
2024 Q4	$525K	Buy	+2,700	New	+$475K	0.01%	279

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS O'Connor's TM Position: Q1 2025 in Review

UBS O'Connor sold out of Toyota (TM) in Q1 2025, closing a stake of 2,700 shares — an estimated $525K sold.

UBS O'Connor first reported a position in TM in Q4 2024 and held it in 1 quarter. The position peaked at $525K in Q4 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

UBS O'Connor reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
UBS O'Connor sold 2,700 Toyota shares in Q1 2025, an estimated $525K.
UBS O'Connor first reported a position in Toyota in Q4 2024 and held it in 1 quarter.
UBS O'Connor's Toyota position peaked at $525K in Q4 2024.
608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.