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Winton Group’s Tootsie Roll Industries TR Stock Holding History

Winton Group’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
2024
Q4 		– Sell
-12,655
Closed -$369K – 786
2024
Q3 		$369K Buy
+12,655
New +$360K 0.03% 486
2024
Q1 		– Sell
-9,813
Closed -$298K – 875
2023
Q4 		$298K Sell
9,813
-1,734
-15% -$50.8K 0.02% 543
2023
Q3 		$316K Buy
11,547
+1,350
+13% +$40.4K 0.03% 528
2023
Q2 		$330K Buy
+10,197
New +$372K 0.03% 494
2021
Q1 		– Sell
-73,882
Closed -$1.84M – 1449
2020
Q4 		$1.84M Sell
73,882
-140,314
-66% -$3.61M 0.13% 137
2020
Q3 		$5.54M Sell
214,196
-35,638
-14% -$952K 0.18% 99
2020
Q2 		$7.17M Buy
249,834
+206,430
+476% +$6.13M 0.19% 103
2020
Q1 		$1.31M Sell
43,404
-8,294
-16% -$234K 0.03% 695
2019
Q4 		$1.44M Sell
51,698
-6,666
-11% -$188K 0.02% 924
2019
Q3 		$1.76M Buy
+58,364
New +$1.76M 0.02% 618
2019
Q2 		– Sell
-8,735
Closed -$264K – 1286
2019
Q1 		$264K Buy
+8,735
New +$246K 0.01% 844
2014
Q3 		– Sell
-24,911
Closed -$514K – 684
2014
Q2 		$514K Buy
+24,911
New +$502K ﹤0.01% 595

Other funds holding TR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Winton Group's TR Position: Q4 2024 in Review

Winton Group sold out of Tootsie Roll Industries (TR) in Q4 2024, closing a stake of 12,655 shares — an estimated $369K sold.

Winton Group first reported a position in TR in Q2 2014 and held it in 12 quarters. The position peaked at $7.17M in Q2 2020. 160 funds tracked by Wall St. Rank hold TR as of Q4 2024.

  • Winton Group reported no remaining Tootsie Roll Industries position as of Q4 2024 after selling out during the quarter.
  • Winton Group sold 12,655 Tootsie Roll Industries shares in Q4 2024, an estimated $369K.
  • Winton Group first reported a position in Tootsie Roll Industries in Q2 2014 and held it in 12 quarters.
  • Winton Group's Tootsie Roll Industries position peaked at $7.17M in Q2 2020.
  • 160 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2024.

Based on Winton Group's 13F filing for Q4 2024, filed 12 Feb 2025.