Toronto Dominion Bank
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Toronto Dominion Bank’s Heritage Global HGBL Stock Holding History

Toronto Dominion Bank’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-61
Closed -$150 – 1272
2024
Q2 		$150 Hold
61
– – ﹤0.01% 1331
2024
Q1 		$161 Hold
61
– – ﹤0.01% 1301
2023
Q4 		$170 Hold
61
– – ﹤0.01% 1414
2023
Q3 		$190 Hold
61
– – ﹤0.01% 1599
2023
Q2 		$0 Hold
61
– – ﹤0.01% 1614
2023
Q1 		$0 Buy
+61
New +$161 ﹤0.01% 1561
2022
Q3 		– Sell
-61
Closed – – 1624
2022
Q2 		$0 Hold
61
– – ﹤0.01% 1567
2022
Q1 		$0 Hold
61
– – ﹤0.01% 1663
2021
Q4 		$0 Hold
61
– – ﹤0.01% 1716
2021
Q3 		$0 Hold
61
– – ﹤0.01% 1416
2021
Q2 		$0 Hold
61
– – ﹤0.01% 1423
2021
Q1 		$0 Hold
61
– – ﹤0.01% 1500
2020
Q4 		$0 Hold
61
– – ﹤0.01% 1380
2020
Q3 		$0 Buy
+61
New +$158 ﹤0.01% 1276

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM

Toronto Dominion Bank's HGBL Position: Q3 2024 in Review

Toronto Dominion Bank sold out of Heritage Global (HGBL) in Q3 2024, closing a stake of 61 shares — an estimated $150 sold.

Toronto Dominion Bank first reported a position in HGBL in Q3 2020 and held it in 14 quarters. The position peaked at $190 in Q3 2023. 43 funds tracked by Wall St. Rank hold HGBL as of Q3 2024.

  • Toronto Dominion Bank reported no remaining Heritage Global position as of Q3 2024 after selling out during the quarter.
  • Toronto Dominion Bank sold 61 Heritage Global shares in Q3 2024, an estimated $150.
  • Toronto Dominion Bank first reported a position in Heritage Global in Q3 2020 and held it in 14 quarters.
  • Toronto Dominion Bank's Heritage Global position peaked at $190 in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Heritage Global as of Q3 2024.

Based on Toronto Dominion Bank's 13F filing for Q3 2024, filed 14 Nov 2024.