ZAM
TM icon

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

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AG
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Morgan Stanley
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NIMC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return