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Eagle Ridge Investment Management’s Toronto Dominion Bank TD Stock Holding History

Eagle Ridge Investment 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
Q4 		$6.14M Sell
115,359
-29,969
-21% -$1.68M 0.54% 46
2024
Q3 		$9.19M Buy
145,328
+7,182
+5% +$425K 0.81% 44
2024
Q2 		$7.59M Buy
138,146
+4,128
+3% +$234K 0.7% 48
2024
Q1 		$8.09M Buy
134,018
+4,581
+4% +$277K 0.75% 48
2023
Q4 		$8.36M Buy
129,437
+335
+0.3% +$20.1K 0.82% 48
2023
Q3 		$7.78M Sell
129,102
-225
-0.2% -$14K 0.85% 48
2023
Q2 		$8.02M Buy
129,327
+6,615
+5% +$398K 0.84% 48
2023
Q1 		$7.35M Buy
122,712
+5,405
+5% +$349K 0.83% 49
2022
Q4 		$7.6M Buy
117,307
+2,715
+2% +$175K 0.89% 50
2022
Q3 		$7.03M Buy
114,592
+5,406
+5% +$350K 0.88% 52
2022
Q2 		$7.16M Buy
109,186
+2,642
+2% +$192K 0.86% 53
2022
Q1 		$8.46M Sell
106,544
-587
-0.5% -$47.3K 0.9% 49
2021
Q4 		$8.21M Buy
107,131
+1,191
+1% +$86.8K 0.86% 51
2021
Q3 		$7.01M Buy
105,940
+3,781
+4% +$252K 0.78% 51
2021
Q2 		$7.16M Buy
102,159
+449
+0.4% +$31.4K 0.83% 49
2021
Q1 		$6.63M Buy
101,710
+3,654
+4% +$223K 0.8% 50
2020
Q4 		$5.53M Buy
98,056
+2,428
+3% +$123K 0.7% 53
2020
Q3 		$4.42M Buy
95,628
+2,748
+3% +$128K 0.62% 52
2020
Q2 		$4.14M Sell
92,880
-387
-0.4% -$16.5K 0.63% 51
2020
Q1 		$3.95M Buy
93,267
+4,221
+5% +$217K 0.69% 49
2019
Q4 		$5M Buy
89,046
+3,925
+5% +$223K 0.67% 55
2019
Q3 		$4.96M Buy
85,121
+627
+0.7% +$35.6K 0.72% 55
2019
Q2 		$4.93M Buy
84,494
+230
+0.3% +$12.9K 0.72% 54
2019
Q1 		$4.58M Sell
84,264
-127
-0.2% -$7.02K 0.67% 55
2018
Q4 		$4.2M Sell
84,391
-313
-0.4% -$17.1K 0.71% 54
2018
Q3 		$5.15M Sell
84,704
-151
-0.2% -$8.99K 0.74% 56
2018
Q2 		$4.91M Buy
84,855
+897
+1% +$51.3K 0.74% 54
2018
Q1 		$4.77M Buy
83,958
+3,036
+4% +$178K 0.74% 55
2017
Q4 		$4.74M Sell
80,922
-3,044
-4% -$174K 0.73% 55
2017
Q3 		$4.72M Sell
83,966
-1,804
-2% -$94.7K 0.78% 55
2017
Q2 		$4.32M Buy
85,770
+1,257
+1% +$60.6K 0.82% 58
2017
Q1 		$4.23M Buy
84,513
+5,078
+6% +$259K 0.83% 59
2016
Q4 		$3.92M Buy
79,435
+1,410
+2% +$65.9K 0.81% 60
2016
Q3 		$3.46M Buy
78,025
+895
+1% +$39.2K 0.77% 59
2016
Q2 		$3.31M Buy
77,130
+270
+0.4% +$11.8K 0.76% 60
2016
Q1 		$3.31M Buy
76,860
+960
+1% +$37.1K 0.78% 64
2015
Q4 		$2.97M Buy
75,900
+730
+1% +$29.5K 0.71% 65
2015
Q3 		$2.96M Buy
+75,170
New +$2.99M 0.76% 61

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Eagle Ridge Investment Management's TD Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Toronto Dominion Bank (TD) stake by 21% in Q4 2024, selling an estimated $1.68M and leaving 115,359 shares worth $6.14M. The position accounts for 0.54% of the portfolio, ranked #46.

Eagle Ridge Investment Management first reported a position in TD in Q3 2015 and has held it in 38 quarters since. The position peaked at $9.19M in Q3 2024. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

  • Eagle Ridge Investment Management held 115,359 shares of Toronto Dominion Bank worth $6.14M as of Q4 2024.
  • Eagle Ridge Investment Management sold 29,969 Toronto Dominion Bank shares in Q4 2024, an estimated $1.68M.
  • Toronto Dominion Bank made up 0.54% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #46 holding.
  • Eagle Ridge Investment Management first reported a position in Toronto Dominion Bank in Q3 2015 and has held it in 38 quarters since.
  • Eagle Ridge Investment Management's Toronto Dominion Bank position peaked at $9.19M in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.