Toronto Dominion Bank
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Toronto Dominion Bank’s UBS Group UBS Stock Holding History

Toronto Dominion Bank’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-272,309
Closed -$8.04M – 1437
2024
Q2 		$8.04M Buy
272,309
+201,809
+286% +$6M 0.01% 546
2024
Q1 		$2.17M Sell
70,500
-1,331,441
-95% -$39.3M ﹤0.01% 773
2023
Q4 		$43.3M Buy
+1,401,941
New +$36.9M 0.06% 218
2019
Q2 		– Sell
-62,929
Closed -$763K – 1748
2019
Q1 		$763K Sell
62,929
-407,946
-87% -$5.17M ﹤0.01% 1038
2018
Q4 		$5.86M Buy
470,875
+214,949
+84% +$2.92M 0.01% 599
2018
Q3 		$4.04M Sell
255,926
-29,194
-10% -$459K 0.01% 703
2018
Q2 		$4.41M Buy
285,120
+34,577
+14% +$562K 0.01% 706
2018
Q1 		$4.4M Buy
+250,543
New +$4.76M 0.01% 651

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Massachusetts Financial Services
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UBS AM
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Toronto Dominion Bank sold out of UBS Group (UBS) in Q3 2024, closing a stake of 272,309 shares — an estimated $8.04M sold.

Toronto Dominion Bank first reported a position in UBS in Q1 2018 and held it in 8 quarters. The position peaked at $43.3M in Q4 2023. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

  • Toronto Dominion Bank reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
  • Toronto Dominion Bank sold 272,309 UBS Group shares in Q3 2024, an estimated $8.04M.
  • Toronto Dominion Bank first reported a position in UBS Group in Q1 2018 and held it in 8 quarters.
  • Toronto Dominion Bank's UBS Group position peaked at $43.3M in Q4 2023.
  • 548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

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