New England Research & Management’s Toronto Dominion Bank TD Stock Holding History

New England Research & 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
2023 Q2	–	Sell	-8,900	Closed	-$533K	–	159
2023 Q1	$533K	Sell	8,900 -450	-5%	-$29.1K	0.31%	102
2022 Q4	$606K	Sell	9,350 -1,825	-16%	-$118K	0.35%	96
2022 Q3	$685K	Sell	11,175 -100	-0.9%	-$6.47K	0.43%	78
2022 Q2	$739K	Sell	11,275 -50	-0.4%	-$3.63K	0.43%	92
2022 Q1	$899K	Sell	11,325 -375	-3%	-$30.2K	0.47%	74
2021 Q4	$897K	Hold	11,700	–	–	0.43%	73
2021 Q3	$774K	Sell	11,700 -150	-1%	-$10K	0.41%	82
2021 Q2	$830K	Buy	+11,850	New	+$829K	0.43%	89
2017 Q3	–	Sell	-18,125	Closed	-$913K	–	176
2017 Q2	$913K	Buy	18,125 +350	+2%	+$16.9K	0.68%	54
2017 Q1	$890K	Buy	17,775 +12,575	+242%	+$643K	0.68%	57
2016 Q4	$257K	Buy	+5,200	New	+$243K	0.2%	147
2016 Q2	–	Sell	-17,500	Closed	-$755K	–	169
2016 Q1	$755K	Sell	17,500 -1,200	-6%	-$46.3K	0.64%	53
2015 Q4	$732K	Buy	18,700 +1,150	+7%	+$46.5K	0.63%	58
2015 Q3	$692K	Buy	17,550 +3,200	+22%	+$127K	0.66%	51
2015 Q2	$610K	Buy	+14,350	New	+$643K	0.5%	81

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

New England Research & Management's TD Position: Q2 2023 in Review

New England Research & Management sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 8,900 shares — an estimated $533K sold.

New England Research & Management first reported a position in TD in Q2 2015 and held it in 15 quarters. The position peaked at $913K in Q2 2017. 687 funds tracked by Wall St. Rank hold TD as of Q2 2023.

New England Research & Management reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
New England Research & Management sold 8,900 Toronto Dominion Bank shares in Q2 2023, an estimated $533K.
New England Research & Management first reported a position in Toronto Dominion Bank in Q2 2015 and held it in 15 quarters.
New England Research & Management's Toronto Dominion Bank position peaked at $913K in Q2 2017.
687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on New England Research & Management's 13F filing for Q2 2023, filed 5 Jul 2023.