Yorktown Management & Research Company’s Toyota TM Stock Holding History

Yorktown Management & Research Company’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 Q1	–	Sell	-1,570	Closed	-$243K	–	276
2020 Q4	$243K	Buy	+1,570	New	+$219K	0.22%	198
2017 Q2	–	Sell	-2,000	Closed	-$217K	–	343
2017 Q1	$217K	Hold	2,000	–	–	0.06%	307
2016 Q4	$234K	Buy	+2,000	New	+$233K	0.06%	291
2016 Q2	–	Sell	-2,650	Closed	-$282K	–	364
2016 Q1	$282K	Hold	2,650	–	–	0.05%	234
2015 Q4	$326K	Hold	2,650	–	–	0.06%	220
2015 Q3	$311K	Buy	2,650 +850	+47%	+$107K	0.05%	230
2015 Q2	$241K	Buy	+1,800	New	+$248K	0.04%	379

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Yorktown Management & Research Company's TM Position: Q1 2021 in Review

Yorktown Management & Research Company sold out of Toyota (TM) in Q1 2021, closing a stake of 1,570 shares — an estimated $243K sold.

Yorktown Management & Research Company first reported a position in TM in Q2 2015 and held it in 7 quarters. The position peaked at $326K in Q4 2015. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

Yorktown Management & Research Company reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 1,570 Toyota shares in Q1 2021, an estimated $243K.
Yorktown Management & Research Company first reported a position in Toyota in Q2 2015 and held it in 7 quarters.
Yorktown Management & Research Company's Toyota position peaked at $326K in Q4 2015.
423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Yorktown Management & Research Company's 13F filing for Q1 2021, filed 11 May 2021.