Chevy Chase Trust’s Toronto Dominion Bank TD Stock Holding History

Chevy Chase Trust’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
2023 Q1	–	Sell	-3,800	Closed	-$246K	–	658
2022 Q4	$246K	Sell	3,800 -3,100	-45%	-$200K	﹤0.01%	630
2022 Q3	$423K	Buy	6,900 +3,100	+82%	+$201K	﹤0.01%	592
2022 Q2	$249K	Hold	3,800	–	–	﹤0.01%	613
2022 Q1	$302K	Sell	3,800 -500	-12%	-$40.3K	﹤0.01%	615
2021 Q4	$330K	Buy	+4,300	New	+$313K	﹤0.01%	637
2020 Q1	–	Sell	-2,000	Closed	-$112K	–	985
2019 Q4	$112K	Buy	+2,000	New	+$113K	﹤0.01%	711
2015 Q1	–	Sell	-4,775	Closed	-$228K	–	707
2014 Q4	$228K	Sell	4,775 -41	-0.9%	-$1.98K	﹤0.01%	652
2014 Q3	$238K	Buy	4,816 +41	+0.9%	+$2.13K	﹤0.01%	659
2014 Q2	$245K	Sell	4,775 -5	-0.1%	-$243	﹤0.01%	650
2014 Q1	$224K	Buy	+4,780	New	+$215K	﹤0.01%	645

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Chevy Chase Trust's TD Position: Q1 2023 in Review

Chevy Chase Trust sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 3,800 shares — an estimated $246K sold.

Chevy Chase Trust first reported a position in TD in Q1 2014 and held it in 10 quarters. The position peaked at $423K in Q3 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

Chevy Chase Trust reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
Chevy Chase Trust sold 3,800 Toronto Dominion Bank shares in Q1 2023, an estimated $246K.
Chevy Chase Trust first reported a position in Toronto Dominion Bank in Q1 2014 and held it in 10 quarters.
Chevy Chase Trust's Toronto Dominion Bank position peaked at $423K in Q3 2022.
695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Chevy Chase Trust's 13F filing for Q1 2023, filed 16 May 2023.