Copeland Capital Management’s Toronto Dominion Bank TD Stock Holding History

Copeland Capital Management’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
2024 Q2	–	Sell	-51	Closed	-$3.08K	–	241
2024 Q1	$3.08K	Hold	51	–	–	﹤0.01%	249
2023 Q4	$3.3K	Hold	51	–	–	﹤0.01%	236
2023 Q3	$3.07K	Hold	51	–	–	﹤0.01%	243
2023 Q2	$3.16K	Hold	51	–	–	﹤0.01%	266
2023 Q1	$3K	Hold	51	–	–	﹤0.01%	246
2022 Q4	$3K	Hold	51	–	–	﹤0.01%	250
2022 Q3	$3K	Sell	51 -10	-16%	-$647	﹤0.01%	234
2022 Q2	$4K	Hold	61	–	–	﹤0.01%	224
2022 Q1	$5K	Hold	61	–	–	﹤0.01%	219
2021 Q4	$5K	Hold	61	–	–	﹤0.01%	219
2021 Q3	$4K	Hold	61	–	–	﹤0.01%	222
2021 Q2	$4K	Hold	61	–	–	﹤0.01%	222
2021 Q1	$4K	Hold	61	–	–	﹤0.01%	221
2020 Q4	$3K	Sell	61 -11	-15%	-$557	﹤0.01%	230
2020 Q3	$3K	Buy	72 +9	+14%	+$419	﹤0.01%	210
2020 Q2	$3K	Buy	63 +14	+29%	+$596	﹤0.01%	201
2020 Q1	$2K	Buy	49 +15	+44%	+$769	﹤0.01%	232
2019 Q4	$2K	Sell	34 -9	-21%	-$510	﹤0.01%	259
2019 Q3	$3K	Buy	43 +7	+19%	+$398	﹤0.01%	224
2019 Q2	$2K	Buy	+36	New	+$2.02K	﹤0.01%	256

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Copeland Capital Management's TD Position: Q2 2024 in Review

Copeland Capital Management sold out of Toronto Dominion Bank (TD) in Q2 2024, closing a stake of 51 shares — an estimated $3.08K sold.

Copeland Capital Management first reported a position in TD in Q2 2019 and held it in 20 quarters. The position peaked at $5K in Q1 2022. 672 funds tracked by Wall St. Rank hold TD as of Q2 2024.

Copeland Capital Management reported no remaining Toronto Dominion Bank position as of Q2 2024 after selling out during the quarter.
Copeland Capital Management sold 51 Toronto Dominion Bank shares in Q2 2024, an estimated $3.08K.
Copeland Capital Management first reported a position in Toronto Dominion Bank in Q2 2019 and held it in 20 quarters.
Copeland Capital Management's Toronto Dominion Bank position peaked at $5K in Q1 2022.
672 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2024.

Based on Copeland Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.