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Altshuler Shaham’s Toll Brothers TOL Stock Holding History

Altshuler Shaham’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-316
Closed -$40.9K – 357
2024
Q1 		$40.9K Sell
316
-156
-33% -$17K ﹤0.01% 104
2023
Q4 		$48.5K Sell
472
-269
-36% -$22.4K ﹤0.01% 112
2023
Q3 		$54.8K Sell
741
-474
-39% -$37.4K ﹤0.01% 141
2023
Q2 		$96.1K Buy
+1,215
New +$81.5K ﹤0.01% 130
2022
Q4 		– Sell
-2,603
Closed -$109K – 600
2022
Q3 		$109K Sell
2,603
-301
-10% -$14K ﹤0.01% 157
2022
Q2 		$130K Buy
+2,904
New +$136K ﹤0.01% 154
2021
Q4 		– Sell
-2,075
Closed -$115K – 645
2021
Q3 		$115K Buy
2,075
+1,131
+120% +$66.9K ﹤0.01% 309
2021
Q2 		$55K Buy
+944
New +$57.5K ﹤0.01% 427

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altshuler Shaham's TOL Position: Q2 2024 in Review

Altshuler Shaham sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 316 shares — an estimated $40.9K sold.

Altshuler Shaham first reported a position in TOL in Q2 2021 and held it in 8 quarters. The position peaked at $130K in Q2 2022. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • Altshuler Shaham reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
  • Altshuler Shaham sold 316 Toll Brothers shares in Q2 2024, an estimated $40.9K.
  • Altshuler Shaham first reported a position in Toll Brothers in Q2 2021 and held it in 8 quarters.
  • Altshuler Shaham's Toll Brothers position peaked at $130K in Q2 2022.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on Altshuler Shaham's 13F filing for Q2 2024, filed 14 Aug 2024.