Jeff Yass’s TD Ameritrade Holding Corp AMTD Stock Holding History

Jeff Yass’s Portfolio AMTD Stock Details AMTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-922,570	Closed	-$36.1M	–	12128
2020 Q3	$36.1M	Sell	922,570 -155,369	-14%	-$5.85M	0.01%	1050
2020 Q2	$39.2M	Sell	1,077,939 -45,957	-4%	-$1.73M	0.01%	956
2020 Q1	$39M	Buy	1,123,896 +274,693	+32%	+$12M	0.01%	784
2019 Q4	$42.2M	Buy	849,203 +651,847	+330%	+$28.2M	0.01%	922
2019 Q3	$9.22M	Sell	197,356 -2,254	-1%	-$108K	﹤0.01%	2066
2019 Q2	$9.96M	Buy	+199,610	New	+$10.3M	﹤0.01%	1886
2018 Q4	–	Sell	-84,644	Closed	-$4.31M	–	10414
2018 Q3	$4.47M	Buy	+84,644	New	+$4.82M	﹤0.01%	2824
2017 Q2	–	Sell	-6,624	Closed	-$257K	–	10127
2017 Q1	$257K	Buy	+6,624	New	+$282K	﹤0.01%	7625
2016 Q4	–	Sell	-44,001	Closed	-$1.71M	–	10404
2016 Q3	$1.55M	Buy	+44,001	New	+$1.37M	﹤0.01%	3982
2016 Q2	–	Sell	-101,070	Closed	-$3.08M	–	9634
2016 Q1	$3.19M	Buy	101,070 +73,452	+266%	+$2.16M	﹤0.01%	2967
2015 Q4	$959K	Buy	27,618 +10,744	+64%	+$373K	﹤0.01%	5486
2015 Q3	$537K	Sell	16,874 -13,308	-44%	-$466K	﹤0.01%	6986
2015 Q2	$1.11M	Buy	30,182 +4,600	+18%	+$171K	﹤0.01%	5987
2015 Q1	$953K	Sell	25,582 -1,032,044	-98%	-$36.7M	﹤0.01%	5865
2014 Q4	$37.8M	Buy	1,057,626 +1,016,026	+2,442%	+$34.5M	0.02%	887
2014 Q3	$1.39M	Buy	41,600 +13,007	+45%	+$421K	﹤0.01%	5281
2014 Q2	$897K	Sell	28,593 -141,061	-83%	-$4.37M	﹤0.01%	6280
2014 Q1	$5.76M	Sell	169,654 -964,521	-85%	-$31.5M	﹤0.01%	2700
2013 Q4	$34.8M	Sell	1,134,175 -1,148,226	-50%	-$32.7M	0.02%	888
2013 Q3	$59.8M	Buy	2,282,401 +2,250,885	+7,142%	+$59.8M	0.03%	520
2013 Q2	$765K	Buy	+31,516	New	+$685K	﹤0.01%	5418

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Jeff Yass's AMTD Position: Q4 2020 in Review

Jeff Yass sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 922,570 shares — an estimated $36.1M sold.

Jeff Yass first reported a position in AMTD in Q2 2013 and held it in 21 quarters. The position peaked at $59.8M in Q3 2013. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Jeff Yass reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Jeff Yass sold 922,570 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $36.1M.
Jeff Yass first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 21 quarters.
Jeff Yass's TD Ameritrade Holding Corp position peaked at $59.8M in Q3 2013.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Susquehanna International Group's 13F filing for Q4 2020, filed 16 Feb 2021.