Y-Intercept (HK)’s Toyota TM Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$6.93M	Sell	41,172 -5,398	-12%	-$1.02M	0.14%	183
2026 Q1	$9.6M	Buy	+46,570	New	+$10.5M	0.18%	117
2025 Q1	–	Sell	-30,415	Closed	-$5.92M	–	1608
2024 Q4	$5.92M	Buy	+30,415	New	+$5.35M	0.39%	32
2024 Q3	–	Sell	-1,182	Closed	-$242K	–	1801
2024 Q2	$242K	Buy	+1,182	New	+$261K	0.01%	1104
2023 Q4	–	Sell	-2,385	Closed	-$429K	–	1642
2023 Q3	$429K	Sell	2,385 -1,935	-45%	-$330K	0.04%	623
2023 Q2	$694K	Sell	4,320 -97	-2%	-$14K	0.07%	426
2023 Q1	$626K	Buy	4,417 +874	+25%	+$123K	0.07%	417
2022 Q4	$484K	Sell	3,543 -7,639	-68%	-$1.07M	0.07%	446
2022 Q3	$1.46M	Buy	11,182 +9,691	+650%	+$1.47M	0.15%	210
2022 Q2	$230K	Buy	+1,491	New	+$246K	0.03%	646
2021 Q4	–	Sell	-2,355	Closed	-$419K	–	881
2021 Q3	$419K	Sell	2,355 -1,961	-45%	-$350K	0.08%	382
2021 Q2	$755K	Buy	4,316 +2,720	+170%	+$446K	0.19%	158
2021 Q1	$246K	Buy	1,596 +155	+11%	+$23.4K	0.07%	483
2020 Q4	$222K	Buy	+1,441	New	+$201K	0.09%	423

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return