Ownership history in Summit Trail Advisors, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Summit Trail Advisors, LLC reported a position in TOYOTA MOTOR CORP SP ADR REP2COM (TM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Summit Trail Advisors, LLC underperformed the S&P 500 by β37.5% annually on this TM position. Timing score: 33% (2/6 decisions correct). Average cost basis: $108.46. Maximum drawdown during holding period: β29.2%.
β Significantly underperformed the S&P 500 by 37.5% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $108.18 (2018 Q1) Β· Worst: $243.31 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size