Epoch Investment Partners’s Toronto Dominion Bank TD Stock Holding History

Epoch Investment Partners’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	–	Sell	-66,544	Closed	-$4.21M	–	376
2024 Q3	$4.21M	Sell	66,544 -583	-0.9%	-$34.5K	0.02%	218
2024 Q2	$3.69M	Sell	67,127 -941	-1%	-$53.3K	0.02%	222
2024 Q1	$4.11M	Sell	68,068 -1,979	-3%	-$120K	0.02%	273
2023 Q4	$4.53M	Sell	70,047 -73	-0.1%	-$4.38K	0.02%	286
2023 Q3	$4.23M	Sell	70,120 -5,852	-8%	-$365K	0.03%	293
2023 Q2	$4.71M	Sell	75,972 -5,151	-6%	-$310K	0.03%	300
2023 Q1	$4.86M	Sell	81,123 -2,221	-3%	-$144K	0.03%	296
2022 Q4	$5.4M	Sell	83,344 -12,475	-13%	-$806K	0.03%	289
2022 Q3	$5.88M	Buy	95,819 +2,375	+3%	+$154K	0.04%	300
2022 Q2	$6.13M	Sell	93,444 -3,127	-3%	-$227K	0.04%	302
2022 Q1	$7.67M	Buy	+96,571	New	+$7.78M	0.04%	295

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Epoch Investment Partners's TD Position: Q4 2024 in Review

Epoch Investment Partners sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 66,544 shares — an estimated $4.21M sold.

Epoch Investment Partners first reported a position in TD in Q1 2022 and held it in 11 quarters. The position peaked at $7.67M in Q1 2022. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Epoch Investment Partners reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 66,544 Toronto Dominion Bank shares in Q4 2024, an estimated $4.21M.
Epoch Investment Partners first reported a position in Toronto Dominion Bank in Q1 2022 and held it in 11 quarters.
Epoch Investment Partners's Toronto Dominion Bank position peaked at $7.67M in Q1 2022.
639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.