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Aperio Group’s Toronto Dominion Bank TD Stock Holding History

Aperio Group’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$42.2M Buy
747,689
+32,478
+5% +$1.65M 0.12% 160
2020
Q3 		$33.1M Buy
715,211
+44,394
+7% +$2.07M 0.11% 177
2020
Q2 		$29.9M Buy
670,817
+138,936
+26% +$5.91M 0.11% 181
2020
Q1 		$22.5M Sell
531,881
-233,110
-30% -$12M 0.1% 208
2019
Q4 		$42.9M Sell
764,991
-79,391
-9% -$4.5M 0.15% 145
2019
Q3 		$49.2M Buy
844,382
+68,682
+9% +$3.9M 0.19% 101
2019
Q2 		$45.3M Buy
775,700
+34,115
+5% +$1.92M 0.18% 111
2019
Q1 		$40.3M Buy
741,585
+83,952
+13% +$4.64M 0.17% 124
2018
Q4 		$32.7M Sell
657,633
-114,551
-15% -$6.27M 0.16% 133
2018
Q3 		$46.9M Buy
772,184
+35,572
+5% +$2.12M 0.21% 106
2018
Q2 		$42.6M Buy
736,612
+28,279
+4% +$1.62M 0.2% 109
2018
Q1 		$40.3M Buy
708,333
+80,508
+13% +$4.71M 0.2% 108
2017
Q4 		$36.8M Buy
627,825
+30,939
+5% +$1.77M 0.19% 118
2017
Q3 		$33.6M Buy
596,886
+46,266
+8% +$2.43M 0.19% 116
2017
Q2 		$27.7M Sell
550,620
-129,466
-19% -$6.24M 0.17% 134
2017
Q1 		$34.1M Buy
680,086
+167,520
+33% +$8.56M 0.23% 94
2016
Q4 		$25.3M Sell
512,566
-226,441
-31% -$10.6M 0.19% 110
2016
Q3 		$32.8M Buy
739,007
+6,871
+0.9% +$301K 0.24% 93
2016
Q2 		$31.4M Buy
732,136
+41,239
+6% +$1.8M 0.25% 95
2016
Q1 		$29.8M Sell
690,897
-852
-0.1% -$32.9K 0.25% 84
2015
Q4 		$27.1M Sell
691,749
-81,747
-11% -$3.31M 0.25% 92
2015
Q3 		$30.5M Buy
773,496
+17,999
+2% +$717K 0.31% 68
2015
Q2 		$32.1M Buy
755,497
+46,862
+7% +$2.1M 0.33% 63
2015
Q1 		$30.4M Sell
708,635
-4,979
-0.7% -$214K 0.34% 61
2014
Q4 		$34.1M Buy
713,614
+260,835
+58% +$12.6M 0.42% 40
2014
Q3 		$22.4M Buy
452,779
+23,796
+6% +$1.24M 0.3% 67
2014
Q2 		$22.1M Buy
428,983
+47,520
+12% +$2.31M 0.32% 63
2014
Q1 		$17.9M Buy
+381,463
New +$17.2M 0.25% 72
2013
Q4 		– Sell
-258,646
Closed -$11.8M – 81
2013
Q3 		$11.6M Buy
258,646
+81,262
+46% +$3.45M 0.22% 95
2013
Q2 		$7.13M Buy
+177,384
New +$7.14M 0.17% 133

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Aperio Group's TD Position: Q4 2020 in Review

Aperio Group increased its Toronto Dominion Bank (TD) stake by 4.5% in Q4 2020, buying an estimated $1.65M and bringing the position to 747,689 shares worth $42.2M. The position accounts for 0.12% of the portfolio, ranked #160.

Aperio Group first reported a position in TD in Q2 2013 and has held it in 30 quarters since. The position peaked at $49.2M in Q3 2019. 602 funds tracked by Wall St. Rank hold TD as of Q4 2020.

  • Aperio Group held 747,689 shares of Toronto Dominion Bank worth $42.2M as of Q4 2020.
  • Aperio Group bought 32,478 Toronto Dominion Bank shares in Q4 2020, an estimated $1.65M.
  • Toronto Dominion Bank made up 0.12% of Aperio Group's portfolio in Q4 2020, its #160 holding.
  • Aperio Group first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Toronto Dominion Bank position peaked at $49.2M in Q3 2019.
  • 602 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.