Weld Capital Management’s Toyota TM Stock Holding History

Weld Capital 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
2021 Q2	–	Sell	-4,996	Closed	-$780K	–	381
2021 Q1	$780K	Buy	4,996 +2,363	+90%	+$357K	0.33%	110
2020 Q4	$407K	Buy	+2,633	New	+$368K	0.16%	218

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

PPA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Weld Capital Management's TM Position: Q2 2021 in Review

Weld Capital Management sold out of Toyota (TM) in Q2 2021, closing a stake of 4,996 shares — an estimated $780K sold.

Weld Capital Management first reported a position in TM in Q4 2020 and held it in 2 quarters. The position peaked at $780K in Q1 2021. 419 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Weld Capital Management reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 4,996 Toyota shares in Q2 2021, an estimated $780K.
Weld Capital Management first reported a position in Toyota in Q4 2020 and held it in 2 quarters.
Weld Capital Management's Toyota position peaked at $780K in Q1 2021.
419 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.