ZAM
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Zevin Asset Management’s Toyota TM Stock Holding History

Zevin Asset Management’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
2018
Q1 		– Sell
-3,746
Closed -$476K – 129
2017
Q4 		$476K Buy
3,746
+2,016
+117% +$251K 0.11% 94
2017
Q3 		$206K Buy
+1,730
New +$196K 0.05% 123
2016
Q2 		– Sell
-64,944
Closed -$6.91M – 124
2016
Q1 		$6.91M Buy
64,944
+1,485
+2% +$164K 1.96% 17
2015
Q4 		$7.81M Buy
63,459
+2,100
+3% +$260K 2.06% 15
2015
Q3 		$7.2M Buy
61,359
+3,470
+6% +$435K 2.1% 15
2015
Q2 		$7.74M Buy
57,889
+2,165
+4% +$298K 2.07% 15
2015
Q1 		$7.79M Buy
55,724
+2,030
+4% +$271K 2.15% 13
2014
Q4 		$6.74M Buy
53,694
+1,127
+2% +$135K 1.89% 16
2014
Q3 		$6.18M Buy
52,567
+2,960
+6% +$349K 1.81% 17
2014
Q2 		$5.94M Sell
49,607
-5,505
-10% -$613K 1.75% 18
2014
Q1 		$6.22M Sell
55,112
-52,959
-49% -$6.11M 1.96% 15
2013
Q4 		$13.2M Sell
108,071
-1,138
-1% -$143K 3.72% 3
2013
Q3 		$14M Buy
109,209
+104,232
+2,094% +$13.3M 4.28% 3
2013
Q2 		$600K Buy
+4,977
New +$581K 0.21% 68

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zevin Asset Management's TM Position: Q1 2018 in Review

Zevin Asset Management sold out of Toyota (TM) in Q1 2018, closing a stake of 3,746 shares — an estimated $476K sold.

Zevin Asset Management first reported a position in TM in Q2 2013 and held it in 14 quarters. The position peaked at $14M in Q3 2013. 361 funds tracked by Wall St. Rank hold TM as of Q1 2018.

  • Zevin Asset Management reported no remaining Toyota position as of Q1 2018 after selling out during the quarter.
  • Zevin Asset Management sold 3,746 Toyota shares in Q1 2018, an estimated $476K.
  • Zevin Asset Management first reported a position in Toyota in Q2 2013 and held it in 14 quarters.
  • Zevin Asset Management's Toyota position peaked at $14M in Q3 2013.
  • 361 funds tracked by Wall St. Rank held Toyota as of Q1 2018.

Based on Zevin Asset Management's 13F filing for Q1 2018, filed 30 Apr 2018.