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Baugh & Associates’s Toll Brothers TOL Stock Holding History

Baugh & Associates’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
2019
Q2 		– Sell
-86,560
Closed -$3.13M – 41
2019
Q1 		$3.13M Sell
86,560
-485
-0.6% -$17.4K 2.51% 26
2018
Q4 		$2.87M Sell
87,045
-190
-0.2% -$6.1K 2.47% 26
2018
Q3 		$2.88M Buy
87,235
+18,649
+27% +$675K 2.3% 30
2018
Q2 		$2.54M Sell
68,586
-7,035
-9% -$288K 2.21% 30
2018
Q1 		$3.27M Buy
75,621
+22,044
+41% +$1.04M 2.64% 20
2017
Q4 		$2.57M Buy
+53,577
New +$2.47M 2.17% 26

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baugh & Associates's TOL Position: Q2 2019 in Review

Baugh & Associates sold out of Toll Brothers (TOL) in Q2 2019, closing a stake of 86,560 shares — an estimated $3.13M sold.

Baugh & Associates first reported a position in TOL in Q4 2017 and held it in 6 quarters. The position peaked at $3.27M in Q1 2018. 368 funds tracked by Wall St. Rank hold TOL as of Q2 2019.

  • Baugh & Associates reported no remaining Toll Brothers position as of Q2 2019 after selling out during the quarter.
  • Baugh & Associates sold 86,560 Toll Brothers shares in Q2 2019, an estimated $3.13M.
  • Baugh & Associates first reported a position in Toll Brothers in Q4 2017 and held it in 6 quarters.
  • Baugh & Associates's Toll Brothers position peaked at $3.27M in Q1 2018.
  • 368 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2019.

Based on Baugh & Associates's 13F filing for Q2 2019, filed 23 Jul 2019.