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

HMS 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
Q1 		– Sell
-7,781
Closed -$503K – 123
2023
Q4 		$503K Sell
7,781
-387
-5% -$23.2K 0.31% 63
2023
Q3 		$492K Sell
8,168
-366
-4% -$22.8K 0.33% 59
2023
Q2 		$529K Sell
8,534
-1,218
-12% -$73.3K 0.32% 62
2023
Q1 		$584K Buy
9,752
+385
+4% +$24.9K 0.37% 56
2022
Q4 		$607K Sell
9,367
-4,339
-32% -$280K 0.35% 52
2022
Q3 		$841K Sell
13,706
-71
-0.5% -$4.6K 0.51% 45
2022
Q2 		$904K Buy
13,777
+3,139
+30% +$228K 0.45% 41
2022
Q1 		$845K Buy
+10,638
New +$857K 0.35% 61
2020
Q1 		– Sell
-19,251
Closed -$1.08M – 153
2019
Q4 		$1.08M Sell
19,251
-18,910
-50% -$1.07M 0.45% 59
2019
Q3 		$2.27M Buy
38,161
+18,638
+95% +$1.06M 0.84% 24
2019
Q2 		$1.14M Sell
19,523
-2,770
-12% -$156K 0.49% 52
2019
Q1 		$1.21M Sell
22,293
-14,279
-39% -$789K 0.52% 53
2018
Q4 		$2.03M Buy
36,572
+17,572
+92% +$962K 1.02% 27
2018
Q3 		$1.16M Buy
19,000
+1,795
+10% +$107K 0.57% 53
2018
Q2 		$995K Sell
17,205
-105
-0.6% -$6.01K 0.56% 58
2018
Q1 		$984K Sell
17,310
-2,776
-14% -$162K 0.65% 57
2017
Q4 		$1.18M Buy
20,086
+26
+0.1% +$1.49K 0.88% 35
2017
Q3 		$1.13M Sell
20,060
-701
-3% -$36.8K 0.96% 28
2017
Q2 		$1.05M Buy
20,761
+336
+2% +$16.2K 0.93% 38
2017
Q1 		$957K Buy
20,425
+616
+3% +$31.5K 0.87% 44
2016
Q4 		$977K Buy
19,809
+1,653
+9% +$77.3K 1.02% 38
2016
Q3 		$806K Buy
+18,156
New +$796K 0.8% 55

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HMS Capital Management's TD Position: Q1 2024 in Review

HMS Capital Management sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 7,781 shares — an estimated $503K sold.

HMS Capital Management first reported a position in TD in Q3 2016 and held it in 22 quarters. The position peaked at $2.27M in Q3 2019. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

  • HMS Capital Management reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
  • HMS Capital Management sold 7,781 Toronto Dominion Bank shares in Q1 2024, an estimated $503K.
  • HMS Capital Management first reported a position in Toronto Dominion Bank in Q3 2016 and held it in 22 quarters.
  • HMS Capital Management's Toronto Dominion Bank position peaked at $2.27M in Q3 2019.
  • 701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on HMS Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.