TD Asset Management’s Donnelley Financial Solutions DFIN Stock Holding History

TD Asset Management’s Portfolio DFIN Stock Details DFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,300	Closed	-$282K	–	1300
2024 Q3	$282K	Sell	4,300 -1,500	-26%	-$97.4K	﹤0.01%	1345
2024 Q2	$346K	Hold	5,800	–	–	﹤0.01%	1313
2024 Q1	$360K	Sell	5,800 -1,400	-19%	-$87.6K	﹤0.01%	1325
2023 Q4	$449K	Sell	7,200 -3,700	-34%	-$211K	﹤0.01%	1314
2023 Q3	$613K	Sell	10,900 -4,600	-30%	-$223K	﹤0.01%	1231
2023 Q2	$706K	Sell	15,500 -4,000	-21%	-$176K	﹤0.01%	1198
2023 Q1	$797K	Buy	19,500 +4,000	+26%	+$170K	﹤0.01%	1178
2022 Q4	$599K	Hold	15,500	–	–	﹤0.01%	1250
2022 Q3	$570K	Buy	+15,500	New	+$581K	﹤0.01%	1272

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

TD Asset Management's DFIN Position: Q4 2024 in Review

TD Asset Management sold out of Donnelley Financial Solutions (DFIN) in Q4 2024, closing a stake of 4,300 shares — an estimated $282K sold.

TD Asset Management first reported a position in DFIN in Q3 2022 and held it in 9 quarters. The position peaked at $797K in Q1 2023. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

TD Asset Management reported no remaining Donnelley Financial Solutions position as of Q4 2024 after selling out during the quarter.
TD Asset Management sold 4,300 Donnelley Financial Solutions shares in Q4 2024, an estimated $282K.
TD Asset Management first reported a position in Donnelley Financial Solutions in Q3 2022 and held it in 9 quarters.
TD Asset Management's Donnelley Financial Solutions position peaked at $797K in Q1 2023.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on TD Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.