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Winslow Evans & Crocker’s Tootsie Roll Industries TR Stock Holding History

Winslow Evans & Crocker’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$43K Hold
1,742
– – 0.01% 635
2020
Q3 		$45K Hold
1,742
– – 0.01% 482
2020
Q2 		$50K Buy
1,742
+49
+3% +$1.45K 0.01% 465
2020
Q1 		$52K Sell
1,693
-51
-3% -$1.44K 0.02% 425
2019
Q4 		$50K Hold
1,744
– – 0.01% 505
2019
Q3 		$54K Hold
1,744
– – 0.02% 483
2019
Q2 		$54K Buy
1,744
+52
+3% +$1.63K 0.02% 496
2019
Q1 		$52K Sell
1,692
-51
-3% -$1.44K 0.01% 485
2018
Q4 		$46K Hold
1,743
– – 0.02% 468
2018
Q3 		$42K Hold
1,743
– – 0.01% 518
2018
Q2 		$44K Sell
1,743
-226
-11% -$5.22K 0.01% 527
2018
Q1 		$45.8K Sell
1,969
-59
-3% -$1.53K 0.01% 494
2017
Q4 		$56.6K Hold
2,028
– – 0.02% 467
2017
Q3 		$59.1K Hold
2,028
– – 0.02% 443
2017
Q2 		$54.2K Buy
2,028
+58
+3% +$1.61K 0.01% 542
2017
Q1 		$56.4K Sell
1,970
-59
-3% -$1.69K 0.02% 511
2016
Q4 		$60K Hold
2,029
– – 0.02% 495
2016
Q3 		$55.6K Hold
2,029
– – 0.02% 514
2016
Q2 		$58.2K Buy
2,029
+57
+3% +$1.52K 0.02% 482
2016
Q1 		$51.3K Sell
1,972
-60
-3% -$1.42K 0.02% 498
2015
Q4 		$46.3K Hold
2,032
– – 0.01% 550
2015
Q3 		$45.9K Hold
2,032
– – 0.01% 533
2015
Q2 		$47.4K Buy
2,032
+58
+3% +$1.34K 0.01% 565
2015
Q1 		$48.3K Buy
1,974
+226
+13% +$5.18K 0.01% 549
2014
Q4 		$37.5K Hold
1,748
– – 0.01% 593
2014
Q3 		$34.3K Buy
1,748
+1
+0.1% +$20 0.01% 637
2014
Q2 		$36.1K Buy
1,747
+50
+3% +$1.01K 0.01% 555
2014
Q1 		$35.6K Sell
1,697
-51
-3% -$1.06K 0.01% 551
2013
Q4 		$39K Buy
+1,748
New +$38K 0.01% 552

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Winslow Evans & Crocker held its Tootsie Roll Industries (TR) position steady in Q4 2020 at 1,742 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #635.

Winslow Evans & Crocker first reported a position in TR in Q4 2013 and has held it in 29 quarters since. The position peaked at $60K in Q4 2016. 181 funds tracked by Wall St. Rank hold TR as of Q4 2020.

  • Winslow Evans & Crocker held 1,742 shares of Tootsie Roll Industries worth $43K as of Q4 2020.
  • Winslow Evans & Crocker left its Tootsie Roll Industries share count unchanged in Q4 2020.
  • Tootsie Roll Industries made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #635 holding.
  • Winslow Evans & Crocker first reported a position in Tootsie Roll Industries in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Tootsie Roll Industries position peaked at $60K in Q4 2016.
  • 181 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2020.

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