Joel Greenblatt’s Toronto Dominion Bank TD Stock Holding History

Joel Greenblatt’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
2023 Q4	–	Sell	-3,375	Closed	-$203K	–	1423
2023 Q3	$203K	Sell	3,375 -628	-16%	-$39.2K	﹤0.01%	1240
2023 Q2	$248K	Sell	4,003 -2,140	-35%	-$129K	0.01%	1175
2023 Q1	$368K	Buy	6,143 +28	+0.5%	+$1.81K	0.01%	1062
2022 Q4	$396K	Buy	6,115 +1,358	+29%	+$87.7K	0.01%	964
2022 Q3	$292K	Buy	+4,757	New	+$308K	0.01%	991
2019 Q3	–	Sell	-5,187	Closed	-$303K	–	1216
2019 Q2	$303K	Buy	+5,187	New	+$292K	﹤0.01%	955
2018 Q2	–	Sell	-3,522	Closed	-$200K	–	1038
2018 Q1	$200K	Sell	3,522 -2,094	-37%	-$123K	﹤0.01%	892
2017 Q4	$329K	Buy	5,616 +1,763	+46%	+$101K	﹤0.01%	793
2017 Q3	$217K	Sell	3,853 -1,080	-22%	-$56.7K	﹤0.01%	857
2017 Q2	$249K	Sell	4,933 -363	-7%	-$17.5K	﹤0.01%	866
2017 Q1	$265K	Buy	+5,296	New	+$271K	﹤0.01%	876

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Joel Greenblatt's TD Position: Q4 2023 in Review

Joel Greenblatt sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 3,375 shares — an estimated $203K sold.

Joel Greenblatt first reported a position in TD in Q1 2017 and held it in 11 quarters. The position peaked at $396K in Q4 2022. 702 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Joel Greenblatt reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Joel Greenblatt sold 3,375 Toronto Dominion Bank shares in Q4 2023, an estimated $203K.
Joel Greenblatt first reported a position in Toronto Dominion Bank in Q1 2017 and held it in 11 quarters.
Joel Greenblatt's Toronto Dominion Bank position peaked at $396K in Q4 2022.
702 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Gotham Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.