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Winslow Evans & Crocker’s Toyota TM Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$63K Sell
406
-16
-4% -$2.24K 0.01% 546
2020
Q3 		$56K Buy
422
+31
+8% +$4.03K 0.01% 444
2020
Q2 		$49K Sell
391
-63
-14% -$7.81K 0.01% 467
2020
Q1 		$56K Hold
454
– – 0.02% 413
2019
Q4 		$64K Sell
454
-100
-18% -$14K 0.02% 463
2019
Q3 		$76K Buy
554
+28
+5% +$3.67K 0.02% 443
2019
Q2 		$66K Buy
526
+96
+22% +$11.7K 0.02% 465
2019
Q1 		$52K Hold
430
– – 0.01% 484
2018
Q4 		$50K Sell
430
-120
-22% -$14.2K 0.02% 456
2018
Q3 		$70K Sell
550
-76
-12% -$9.61K 0.02% 434
2018
Q2 		$82K Hold
626
– – 0.03% 407
2018
Q1 		$81.4K Hold
626
– – 0.03% 389
2017
Q4 		$79.4K Sell
626
-316
-34% -$39.4K 0.03% 404
2017
Q3 		$112K Sell
942
-275
-23% -$31.2K 0.04% 341
2017
Q2 		$128K Sell
1,217
-27
-2% -$2.88K 0.04% 385
2017
Q1 		$135K Sell
1,244
-142
-10% -$16.3K 0.04% 359
2016
Q4 		$162K Sell
1,386
-42
-3% -$4.89K 0.05% 318
2016
Q3 		$166K Buy
1,428
+314
+28% +$35.9K 0.05% 322
2016
Q2 		$111K Buy
1,114
+544
+95% +$55.9K 0.03% 362
2016
Q1 		$60.6K Sell
570
-2
-0.3% -$221 0.02% 461
2015
Q4 		$70.1K Buy
572
+300
+110% +$37.1K 0.02% 467
2015
Q3 		$31.7K Hold
272
– – 0.01% 597
2015
Q2 		$36.1K Sell
272
-20
-7% -$2.76K 0.01% 618
2015
Q1 		$40.6K Hold
292
– – 0.01% 582
2014
Q4 		$36.4K Hold
292
– – 0.01% 603
2014
Q3 		$34.1K Buy
292
+2
+0.7% +$236 0.01% 638
2014
Q2 		$34.7K Sell
290
-100
-26% -$11.1K 0.01% 564
2014
Q1 		$44K Buy
390
+53
+16% +$6.12K 0.02% 511
2013
Q4 		$41K Buy
+337
New +$42.4K 0.01% 542

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Winslow Evans & Crocker's TM Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Toyota (TM) stake by 3.8% in Q4 2020, selling an estimated $2.24K and leaving 406 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #546.

Winslow Evans & Crocker first reported a position in TM in Q4 2013 and has held it in 29 quarters since. The position peaked at $166K in Q3 2016. 399 funds tracked by Wall St. Rank hold TM as of Q4 2020.

  • Winslow Evans & Crocker held 406 shares of Toyota worth $63K as of Q4 2020.
  • Winslow Evans & Crocker sold 16 Toyota shares in Q4 2020, an estimated $2.24K.
  • Toyota made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #546 holding.
  • Winslow Evans & Crocker first reported a position in Toyota in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Toyota position peaked at $166K in Q3 2016.
  • 399 funds tracked by Wall St. Rank held Toyota as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.