M&R Capital Management’s Toronto Dominion Bank TD Stock Holding History

M&R 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 Q3	$199K	Sell	3,146 -3	-0.1%	-$177	0.04%	133
2024 Q2	$173K	Buy	3,149 +12	+0.4%	+$679	0.04%	137
2024 Q1	$190K	Sell	3,137 -139	-4%	-$8.4K	0.05%	132
2023 Q4	$212K	Sell	3,276 -1,189	-27%	-$71.3K	0.05%	139
2023 Q3	$269K	Sell	4,465 -190	-4%	-$11.8K	0.07%	117
2023 Q2	$289K	Sell	4,655 -35,483	-88%	-$2.13M	0.08%	114
2023 Q1	$2.4M	Sell	40,138 -517	-1%	-$33.4K	0.67%	36
2022 Q4	$2.63M	Sell	40,655 -962	-2%	-$62.1K	0.72%	35
2022 Q3	$2.55M	Sell	41,617 -287	-0.7%	-$18.6K	0.72%	35
2022 Q2	$2.75M	Sell	41,904 -1,025	-2%	-$74.4K	0.72%	36
2022 Q1	$3.41M	Sell	42,929 -1,350	-3%	-$109K	0.73%	35
2021 Q4	$3.4M	Sell	44,279 -2,150	-5%	-$157K	0.7%	34
2021 Q3	$3.07M	Sell	46,429 -7,010	-13%	-$467K	0.7%	33
2021 Q2	$3.74M	Sell	53,439 -825	-2%	-$57.7K	0.86%	32
2021 Q1	$3.54M	Sell	54,264 -3,340	-6%	-$204K	0.88%	30
2020 Q4	$3.25M	Sell	57,604 -1,245	-2%	-$63.1K	0.74%	34
2020 Q3	$2.72M	Sell	58,849 -3,085	-5%	-$144K	0.68%	36
2020 Q2	$2.76M	Sell	61,934 -1,900	-3%	-$80.9K	0.74%	34
2020 Q1	$2.71M	Sell	63,834 -5,534	-8%	-$284K	0.81%	29
2019 Q4	$3.89M	Sell	69,368 -2,670	-4%	-$151K	0.87%	32
2019 Q3	$4.19M	Sell	72,038 -2,567	-3%	-$146K	0.97%	31
2019 Q2	$4.35M	Sell	74,605 -75	-0.1%	-$4.22K	0.98%	31
2019 Q1	$4.18M	Sell	74,680 -1,122	-1%	-$62K	0.95%	32
2018 Q4	$3.77M	Sell	75,802 -4,266	-5%	-$234K	0.98%	31
2018 Q3	$4.86M	Sell	80,068 -710	-0.9%	-$42.3K	1.06%	32
2018 Q2	$4.67M	Sell	80,778 -1,093	-1%	-$62.5K	1.07%	28
2018 Q1	$4.65M	Sell	81,871 -257	-0.3%	-$15K	1.08%	30
2017 Q4	$4.81M	Sell	82,128 -60	-0.1%	-$3.43K	1.11%	27
2017 Q3	$4.62M	Sell	82,188 -62,297	-43%	-$3.27M	1.12%	27
2017 Q2	$7.24M	Sell	144,485 -8,179	-5%	-$394K	1.8%	15
2017 Q1	$7.65M	Buy	152,664 +2,961	+2%	+$151K	1.92%	13
2016 Q4	$7.39M	Sell	149,703 -2,448	-2%	-$114K	1.99%	15
2016 Q3	$6.75M	Sell	152,151 -5,004	-3%	-$219K	1.91%	16
2016 Q2	$6.75M	Buy	157,155 +3,408	+2%	+$148K	1.97%	15
2016 Q1	$6.63M	Sell	153,747 -3,608	-2%	-$139K	2%	15
2015 Q4	$6.16M	Sell	157,355 -10,634	-6%	-$430K	1.78%	20
2015 Q3	$6.62M	Sell	167,989 -5,322	-3%	-$212K	1.83%	16
2015 Q2	$7.37M	Sell	173,311 -4,122	-2%	-$185K	1.74%	18
2015 Q1	$7.6M	Buy	177,433 +1,900	+1%	+$81.6K	1.8%	15
2014 Q4	$8.39M	Buy	175,533 +4,465	+3%	+$215K	1.99%	15
2014 Q3	$8.45M	Sell	171,068 -6,390	-4%	-$332K	2%	16
2014 Q2	$9.12M	Sell	177,458 -1,986	-1%	-$96.4K	2.14%	14
2014 Q1	$8.43M	Buy	179,444 +14,190	+9%	+$640K	2.03%	16
2013 Q4	$7.79K	Sell	165,254 -14,506	-8%	-$660K	2.04%	17
2013 Q3	$8.09M	Sell	179,760 -1,150	-0.6%	-$48.9K	2.27%	12
2013 Q2	$7.27M	Buy	+180,910	New	+$7.29M	2.09%	12

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

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

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

M&R Capital Management's TD Position: Q3 2024 in Review

M&R Capital Management reduced its Toronto Dominion Bank (TD) stake by 0.1% in Q3 2024, selling an estimated $177 and leaving 3,146 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #133.

M&R Capital Management first reported a position in TD in Q2 2013 and has held it in 46 quarters since. The position peaked at $9.12M in Q2 2014. 688 funds tracked by Wall St. Rank hold TD as of Q3 2024.

M&R Capital Management held 3,146 shares of Toronto Dominion Bank worth $199K as of Q3 2024.
M&R Capital Management sold 3 Toronto Dominion Bank shares in Q3 2024, an estimated $177.
Toronto Dominion Bank made up 0.04% of M&R Capital Management's portfolio in Q3 2024, its #133 holding.
M&R Capital Management first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 46 quarters since.
M&R Capital Management's Toronto Dominion Bank position peaked at $9.12M in Q2 2014.
688 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.