Avalon Trust’s Toll Brothers TOL Stock Holding History

Avalon Trust’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
2025 Q1	–	Sell	-460	Closed	-$57.9K	–	502
2024 Q4	$57.9K	Buy	+460	New	+$68.3K	﹤0.01%	210

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avalon Trust's TOL Position: Q1 2025 in Review

Avalon Trust sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 460 shares — an estimated $57.9K sold.

Avalon Trust first reported a position in TOL in Q4 2024 and held it in 1 quarter. The position peaked at $57.9K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

Avalon Trust reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 460 Toll Brothers shares in Q1 2025, an estimated $57.9K.
Avalon Trust first reported a position in Toll Brothers in Q4 2024 and held it in 1 quarter.
Avalon Trust's Toll Brothers position peaked at $57.9K in Q4 2024.
661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.