TD Asset Management
PLUS icon

TD Asset Management’s ePlus PLUS Stock Holding History

TD Asset Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,200
Closed -$613K – 1371
2024
Q3 		$613K Hold
6,200
– – ﹤0.01% 1272
2024
Q2 		$457K Hold
6,200
– – ﹤0.01% 1288
2024
Q1 		$487K Sell
6,200
-500
-7% -$38.9K ﹤0.01% 1301
2023
Q4 		$535K Sell
6,700
-1,200
-15% -$80.2K ﹤0.01% 1290
2023
Q3 		$502K Sell
7,900
-400
-5% -$24.7K ﹤0.01% 1281
2023
Q2 		$467K Buy
8,300
+1,800
+28% +$88.7K ﹤0.01% 1279
2023
Q1 		$319K Buy
6,500
+1,800
+38% +$91.3K ﹤0.01% 1334
2022
Q4 		$208K Buy
+4,700
New +$219K ﹤0.01% 1386
2022
Q3 		– Sell
-4,700
Closed -$250K – 1500
2022
Q2 		$250K Sell
4,700
-100
-2% -$5.59K ﹤0.01% 1369
2022
Q1 		$269K Hold
4,800
– – ﹤0.01% 1402
2021
Q4 		$259K Sell
4,800
-2,800
-37% -$155K ﹤0.01% 1436
2021
Q3 		$390K Hold
7,600
– – ﹤0.01% 1427
2021
Q2 		$351K Hold
7,600
– – ﹤0.01% 1426
2021
Q1 		$379K Hold
7,600
– – ﹤0.01% 1431
2020
Q4 		$334K Sell
7,600
-7,600
-50% -$304K ﹤0.01% 1377
2020
Q3 		$556K Hold
15,200
– – ﹤0.01% 1215
2020
Q2 		$537K Buy
15,200
+1,600
+12% +$54.6K ﹤0.01% 1193
2020
Q1 		$426K Hold
13,600
– – ﹤0.01% 1203
2019
Q4 		$573K Buy
+13,600
New +$554K ﹤0.01% 1218
2019
Q2 		– Sell
-62,400
Closed -$2.76M – 1356
2019
Q1 		$2.76M Sell
62,400
-23,200
-27% -$964K ﹤0.01% 845
2018
Q4 		$3.05M Sell
85,600
-8,000
-9% -$322K 0.01% 810
2018
Q3 		$4.34M Buy
93,600
+30,000
+47% +$1.5M 0.01% 777
2018
Q2 		$2.99M Buy
+63,600
New +$2.77M ﹤0.01% 846

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

TD Asset Management sold out of ePlus (PLUS) in Q4 2024, closing a stake of 6,200 shares — an estimated $613K sold.

TD Asset Management first reported a position in PLUS in Q2 2018 and held it in 23 quarters. The position peaked at $4.34M in Q3 2018. 241 funds tracked by Wall St. Rank hold PLUS as of Q4 2024.

  • TD Asset Management reported no remaining ePlus position as of Q4 2024 after selling out during the quarter.
  • TD Asset Management sold 6,200 ePlus shares in Q4 2024, an estimated $613K.
  • TD Asset Management first reported a position in ePlus in Q2 2018 and held it in 23 quarters.
  • TD Asset Management's ePlus position peaked at $4.34M in Q3 2018.
  • 241 funds tracked by Wall St. Rank held ePlus as of Q4 2024.

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