Asset Management Resources’s Toll Brothers TOL Stock Holding History

Asset Management Resources’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
2023 Q4	$365K	Sell	3,547 -1,526	-30%	-$127K	0.21%	36
2023 Q3	$375K	Sell	5,073 -258	-5%	-$20.4K	0.23%	36
2023 Q2	$422K	Sell	5,331 -136	-2%	-$9.13K	0.26%	29
2023 Q1	$328K	Sell	5,467 -346	-6%	-$20K	0.21%	40
2022 Q4	$290K	Sell	5,813 -362	-6%	-$16.6K	0.2%	40
2022 Q3	$259K	Buy	6,175 +291	+5%	+$13.5K	0.25%	43
2022 Q2	$262K	Buy	5,884 +300	+5%	+$14K	0.22%	37
2022 Q1	$263K	Buy	5,584 +385	+7%	+$21.6K	0.21%	47
2021 Q4	$376K	Buy	+5,199	New	+$334K	0.33%	31

Other funds holding TOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Asset Management Resources's TOL Position: Q4 2023 in Review

Asset Management Resources reduced its Toll Brothers (TOL) stake by 30% in Q4 2023, selling an estimated $127K and leaving 3,547 shares worth $365K. The position accounts for 0.21% of the portfolio, ranked #36.

Asset Management Resources first reported a position in TOL in Q4 2021 and has held it in 9 quarters since. The position peaked at $422K in Q2 2023. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

Asset Management Resources held 3,547 shares of Toll Brothers worth $365K as of Q4 2023.
Asset Management Resources sold 1,526 Toll Brothers shares in Q4 2023, an estimated $127K.
Toll Brothers made up 0.21% of Asset Management Resources's portfolio in Q4 2023, its #36 holding.
Asset Management Resources first reported a position in Toll Brothers in Q4 2021 and has held it in 9 quarters since.
Asset Management Resources's Toll Brothers position peaked at $422K in Q2 2023.
574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.