Hotaling Investment Management’s Toronto Dominion Bank TD Stock Holding History

Hotaling 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
2022 Q3	–	Sell	-4,851	Closed	-$318K	–	127
2022 Q2	$318K	Buy	4,851 +2,309	+91%	+$168K	0.14%	100
2022 Q1	$202K	Sell	2,542 -2,354	-48%	-$190K	0.08%	124
2021 Q4	$375K	Buy	+4,896	New	+$357K	0.13%	99
2021 Q3	–	Sell	-4,896	Closed	-$343K	–	133
2021 Q2	$343K	Buy	+4,896	New	+$343K	0.14%	96

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotaling Investment Management's TD Position: Q3 2022 in Review

Hotaling Investment Management sold out of Toronto Dominion Bank (TD) in Q3 2022, closing a stake of 4,851 shares — an estimated $318K sold.

Hotaling Investment Management first reported a position in TD in Q2 2021 and held it in 4 quarters. The position peaked at $375K in Q4 2021. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

Hotaling Investment Management reported no remaining Toronto Dominion Bank position as of Q3 2022 after selling out during the quarter.
Hotaling Investment Management sold 4,851 Toronto Dominion Bank shares in Q3 2022, an estimated $318K.
Hotaling Investment Management first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 4 quarters.
Hotaling Investment Management's Toronto Dominion Bank position peaked at $375K in Q4 2021.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Hotaling Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.