Daniel Loeb’s TD Ameritrade Holding Corp AMTD Stock Holding History

Daniel Loeb’s Portfolio AMTD Stock Details AMTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,000,000	Closed	-$149M	–	42
2019 Q4	$149M	Buy	+3,000,000	New	+$130M	1.71%	19

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daniel Loeb's AMTD Position: Q1 2020 in Review

Daniel Loeb sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 3,000,000 shares — an estimated $149M sold.

Daniel Loeb first reported a position in AMTD in Q4 2019 and held it in 1 quarter. The position peaked at $149M in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

Daniel Loeb reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
Daniel Loeb sold 3,000,000 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $149M.
Daniel Loeb first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 1 quarter.
Daniel Loeb's TD Ameritrade Holding Corp position peaked at $149M in Q4 2019.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Third Point's 13F filing for Q1 2020, filed 15 May 2020.