TD Asset Management
DH icon

TD Asset Management’s Definitive Healthcare DH Stock Holding History

TD Asset Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37,540
Closed -$413K – 1439
2022
Q4 		$413K Hold
37,540
– – ﹤0.01% 1314
2022
Q3 		$622K Buy
37,540
+7,800
+26% +$172K ﹤0.01% 1257
2022
Q2 		$682K Buy
29,740
+14,850
+100% +$318K ﹤0.01% 1243
2022
Q1 		$367K Sell
14,890
-59,453
-80% -$1.34M ﹤0.01% 1377
2021
Q4 		$2.03M Buy
74,343
+11,370
+18% +$398K ﹤0.01% 1128
2021
Q3 		$2.7M Buy
+62,973
New +$2.8M ﹤0.01% 1000

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

TD Asset Management's DH Position: Q1 2023 in Review

TD Asset Management sold out of Definitive Healthcare (DH) in Q1 2023, closing a stake of 37,540 shares — an estimated $413K sold.

TD Asset Management first reported a position in DH in Q3 2021 and held it in 6 quarters. The position peaked at $2.7M in Q3 2021. 144 funds tracked by Wall St. Rank hold DH as of Q1 2023.

  • TD Asset Management reported no remaining Definitive Healthcare position as of Q1 2023 after selling out during the quarter.
  • TD Asset Management sold 37,540 Definitive Healthcare shares in Q1 2023, an estimated $413K.
  • TD Asset Management first reported a position in Definitive Healthcare in Q3 2021 and held it in 6 quarters.
  • TD Asset Management's Definitive Healthcare position peaked at $2.7M in Q3 2021.
  • 144 funds tracked by Wall St. Rank held Definitive Healthcare as of Q1 2023.

Based on TD Asset Management's 13F filing for Q1 2023, filed 10 May 2023.