Benson Investment Management Company’s Toll Brothers TOL Stock Holding History

Benson Investment Management Company’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
2018 Q4	–	Sell	-76,060	Closed	-$2.51M	–	73
2018 Q3	$2.51M	Buy	76,060 +16,820	+28%	+$609K	1.89%	34
2018 Q2	$2.19M	Buy	59,240 +1,305	+2%	+$53.4K	1.72%	40
2018 Q1	$2.51M	Buy	57,935 +480	+0.8%	+$22.5K	2.03%	31
2017 Q4	$2.76M	Sell	57,455 -4,800	-8%	-$221K	2.05%	19
2017 Q3	$2.58M	Buy	62,255 +175	+0.3%	+$6.88K	2.13%	19
2017 Q2	$2.45M	Sell	62,080 -9,300	-13%	-$347K	2.21%	13
2017 Q1	$2.58M	Sell	71,380 -50	-0.1%	-$1.67K	2.54%	8
2016 Q4	$2.21M	Buy	+71,430	New	+$2.12M	2.2%	17

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

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Benson Investment Management Company's TOL Position: Q4 2018 in Review

Benson Investment Management Company sold out of Toll Brothers (TOL) in Q4 2018, closing a stake of 76,060 shares — an estimated $2.51M sold.

Benson Investment Management Company first reported a position in TOL in Q4 2016 and held it in 8 quarters. The position peaked at $2.76M in Q4 2017. 383 funds tracked by Wall St. Rank hold TOL as of Q4 2018.

Benson Investment Management Company reported no remaining Toll Brothers position as of Q4 2018 after selling out during the quarter.
Benson Investment Management Company sold 76,060 Toll Brothers shares in Q4 2018, an estimated $2.51M.
Benson Investment Management Company first reported a position in Toll Brothers in Q4 2016 and held it in 8 quarters.
Benson Investment Management Company's Toll Brothers position peaked at $2.76M in Q4 2017.
383 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2018.

Based on Benson Investment Management Company's 13F filing for Q4 2018, filed 15 Jan 2019.