Ancora Advisors’s Toll Brothers TOL Stock Holding History

Ancora Advisors’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
2026 Q1	$42.4K	Buy	311 +111	+56%	+$16.3K	﹤0.01%	1214
2025 Q4	$27K	Buy	+200	New	+$27.1K	﹤0.01%	1407
2022 Q2	–	Sell	-10	Closed	–	–	2338
2022 Q1	$0	Sell	10 -990	-99%	-$55.5K	﹤0.01%	2518
2021 Q4	$72K	Hold	1,000	–	–	﹤0.01%	1125
2021 Q3	$55K	Hold	1,000	–	–	﹤0.01%	1157
2021 Q2	$58K	Hold	1,000	–	–	﹤0.01%	1050
2021 Q1	$57K	Hold	1,000	–	–	﹤0.01%	1018
2020 Q4	$43K	Hold	1,000	–	–	﹤0.01%	919
2020 Q3	$49K	Hold	1,000	–	–	﹤0.01%	863
2020 Q2	$33K	Sell	1,000 -500	-33%	-$13.7K	﹤0.01%	911
2020 Q1	$29K	Buy	1,500 +500	+50%	+$18.9K	﹤0.01%	991
2019 Q4	$40K	Buy	+1,000	New	+$40K	﹤0.01%	935
2018 Q4	–	Sell	-1,000	Closed	-$33K	–	1137
2018 Q3	$33K	Buy	+1,000	New	+$36.2K	﹤0.01%	980
2017 Q1	–	Sell	-1,500	Closed	-$46K	–	1035
2016 Q4	$46K	Buy	+1,500	New	+$44.5K	﹤0.01%	791

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return