UFF
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USA Financial Formulas’s Toyota TM Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-9
Closed -$1K – 443
2021
Q1 		$1K Sell
9
-1
-10% -$151 ﹤0.01% 320
2020
Q4 		$2K Hold
10
– – ﹤0.01% 241
2020
Q3 		$1K Hold
10
– – ﹤0.01% 299
2020
Q2 		$1K Buy
+10
New +$1.24K ﹤0.01% 207
2019
Q1 		– Sell
-2,473
Closed -$308K – 323
2018
Q4 		$308K Sell
2,473
-184
-7% -$21.8K 0.08% 225
2018
Q3 		$342K Sell
2,657
-52
-2% -$6.58K 0.09% 200
2018
Q2 		$353K Sell
2,709
-9
-0.3% -$1.19K 0.09% 218
2018
Q1 		$354K Sell
2,718
-644
-19% -$86.3K 0.09% 219
2017
Q4 		$428K Sell
3,362
-1,836
-35% -$229K 0.1% 187
2017
Q3 		$619K Sell
5,198
-1,410
-21% -$160K 0.15% 131
2017
Q2 		$694K Sell
6,608
-2,135
-24% -$228K 0.17% 124
2017
Q1 		$950K Sell
8,743
-467
-5% -$53.6K 0.23% 99
2016
Q4 		$1.08M Buy
9,210
+223
+2% +$26K 0.27% 82
2016
Q3 		$1.04M Sell
8,987
-3,222
-26% -$369K 0.27% 88
2016
Q2 		$1.22M Buy
+12,209
New +$1.25M 0.34% 78

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USA Financial Formulas's TM Position: Q2 2021 in Review

USA Financial Formulas sold out of Toyota (TM) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

USA Financial Formulas first reported a position in TM in Q2 2016 and held it in 15 quarters. The position peaked at $1.22M in Q2 2016. 418 funds tracked by Wall St. Rank hold TM as of Q2 2021.

  • USA Financial Formulas reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
  • USA Financial Formulas sold 9 Toyota shares in Q2 2021, an estimated $1K.
  • USA Financial Formulas first reported a position in Toyota in Q2 2016 and held it in 15 quarters.
  • USA Financial Formulas's Toyota position peaked at $1.22M in Q2 2016.
  • 418 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on USA Financial Formulas's 13F filing for Q2 2021, filed 29 Jul 2021.