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
2020 Q1	–	Sell	-11,000	Closed	-$617K	–	154
2019 Q4	$617K	Sell	11,000 -11,000	-50%	-$624K	0.26%	95
2019 Q3	$1.31M	Buy	22,000 +10,800	+96%	+$614K	0.49%	57
2019 Q2	$654K	Sell	11,200 -12,800	-53%	-$720K	0.28%	88
2019 Q1	$1.38M	Buy	24,000 +3,300	+16%	+$182K	0.59%	50
2018 Q4	$1.15M	Buy	20,700 +9,700	+88%	+$531K	0.58%	52
2018 Q3	$669K	Buy	11,000 +1,300	+13%	+$77.4K	0.33%	86
2018 Q2	$561K	Hold	9,700	–	–	0.32%	85
2018 Q1	$552K	Sell	9,700 -2,700	-22%	-$158K	0.37%	81
2017 Q4	$726K	Buy	12,400 +2,000	+19%	+$114K	0.54%	63
2017 Q3	$585K	Sell	10,400 -2,000	-16%	-$105K	0.5%	73
2017 Q2	$625K	Buy	12,400 +400	+3%	+$19.3K	0.56%	65
2017 Q1	$563K	Buy	12,000 +1,600	+15%	+$81.8K	0.51%	73
2016 Q4	$514K	Buy	10,400 +2,000	+24%	+$93.5K	0.54%	68
2016 Q3	$373K	Buy	+8,400	New	+$368K	0.37%	91

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

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

Norges Bank Oslo, Norway $935B 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.