Perpetual Ltd’s Toronto Dominion Bank TD Stock Holding History

Perpetual Ltd’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 Q3	–	Sell	-10,738	Closed	-$665K	–	498
2023 Q2	$665K	Buy	10,738 +126	+1%	+$7.58K	0.01%	358
2023 Q1	$636K	Buy	+10,612	New	+$686K	0.01%	371
2014 Q3	–	Sell	-20,268	Closed	-$1.11M	–	222
2014 Q2	$1.11M	Buy	+20,268	New	+$984K	0.1%	132

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

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

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

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

Perpetual Ltd's TD Position: Q3 2023 in Review

Perpetual Ltd sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 10,738 shares — an estimated $665K sold.

Perpetual Ltd first reported a position in TD in Q2 2014 and held it in 3 quarters. The position peaked at $1.11M in Q2 2014. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Perpetual Ltd reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
Perpetual Ltd sold 10,738 Toronto Dominion Bank shares in Q3 2023, an estimated $665K.
Perpetual Ltd first reported a position in Toronto Dominion Bank in Q2 2014 and held it in 3 quarters.
Perpetual Ltd's Toronto Dominion Bank position peaked at $1.11M in Q2 2014.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.