BAM
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Berkshire Asset Management’s Toll Brothers TOL Stock Holding History

Berkshire Asset Management’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
2024
Q4 		– Sell
-18,028
Closed -$2.08M – 305
2024
Q3 		$2.08M Hold
18,028
– – 0.11% 97
2024
Q2 		$2.08M Sell
18,028
-132
-0.7% -$16K 0.1% 98
2024
Q1 		$2.35M Sell
18,160
-108
-0.6% -$11.8K 0.12% 84
2023
Q4 		$1.88M Buy
18,268
+2,586
+16% +$215K 0.11% 90
2023
Q3 		$1.16M Sell
15,682
-150
-0.9% -$11.8K 0.07% 107
2023
Q2 		$1.25M Sell
15,832
-521
-3% -$35K 0.07% 106
2023
Q1 		$982K Sell
16,353
-299
-2% -$17.2K 0.06% 114
2022
Q4 		$831K Buy
+16,652
New +$766K 0.05% 104
2018
Q1 		– Sell
-4,539
Closed -$218K – 214
2017
Q4 		$218K Buy
+4,539
New +$209K 0.02% 196
2017
Q3 		– Sell
-7,789
Closed -$308K – 202
2017
Q2 		$308K Sell
7,789
-5,000
-39% -$187K 0.04% 154
2017
Q1 		$462K Hold
12,789
– – 0.05% 131
2016
Q4 		$396K Hold
12,789
– – 0.05% 132
2016
Q3 		$382K Buy
12,789
+3,800
+42% +$110K 0.05% 133
2016
Q2 		$242K Hold
8,989
– – 0.04% 159
2016
Q1 		$265K Buy
8,989
+1,000
+13% +$28K 0.04% 141
2015
Q4 		$266K Buy
+7,989
New +$285K 0.04% 137

Other funds holding TOL

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return