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UBS’s Toyota TM Stock Holding History

UBS’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
2014
Q3 		$893K Sell
7,600
-15,055
-66% -$1.77M ﹤0.01% 3704
2014
Q2 		$2.71M Buy
22,655
+10,560
+87% +$1.18M ﹤0.01% 2580
2014
Q1 		$1.37M Sell
12,095
-42,205
-78% -$4.87M ﹤0.01% 3153
2013
Q4 		$6.62M Buy
54,300
+47,100
+654% +$5.92M 0.01% 1606
2013
Q3 		$922K Sell
7,200
-1,100
-13% -$140K ﹤0.01% 3436
2013
Q2 		$1M Buy
+8,300
New +$969K ﹤0.01% 3338

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

UBS's TM Position: Q3 2014 in Review

UBS increased its Toyota (TM) stake by 56% in Q3 2014, buying an estimated $8.42M and bringing the position to 199,977 shares worth $23.5M. The position accounts for 0.02% of the portfolio, ranked #863.

UBS first reported a position in TM in Q2 2013 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold TM as of Q3 2014.

  • UBS held 199,977 shares of Toyota worth $23.5M as of Q3 2014.
  • UBS bought 71,415 Toyota shares in Q3 2014, an estimated $8.42M.
  • Toyota made up 0.02% of UBS's portfolio in Q3 2014, its #863 holding.
  • UBS first reported a position in Toyota in Q2 2013 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Toyota as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.